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Disclosery

Franklin Resources: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on SM, newest first. How the timeline and the estimate are built.

Franklin Resources held 134,554 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,554 shares
    Change vs previous 13F -31,598 shares

    <0.01% of the 13F portfolio, value $3,511,859.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,152 shares
    Change vs previous 13F +81,315 shares

    <0.01% of the 13F portfolio, value $5,180,619.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,837 shares
    Change vs previous 13F +15,519 shares

    <0.01% of the 13F portfolio, value $1,586,452.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,318 shares
    Change vs previous 13F -2,134 shares

    <0.01% of the 13F portfolio, value $1,730,871.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,452 shares
    Change vs previous 13F -1,604 shares

    <0.01% of the 13F portfolio, value $1,765,579.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,056 shares
    Change vs previous 13F -433,631 shares

    <0.01% of the 13F portfolio, value $2,188,028.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 73,056 shares
    • Brandywine Global Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 506,687 shares
    Change vs previous 13F +264,690 shares

    0.01% of the 13F portfolio, value $19,639,188.

    13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 117,926 shares
    • Brandywine Global Investment Management, LLC: 388,761 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 241,997 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,797,907.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 121,025 shares
    • Brandywine Global Investment Management, LLC: 120,972 shares

    Acceptance time not in the bulk data set (spec §4.2).