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Franklin Resources: SMG position timeline

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

Franklin Resources held 19,134 SMG 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 19,134 shares
    Change vs previous 13F +2,398 shares

    <0.01% of the 13F portfolio, value $1,303,230.

    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 16,736 shares
    Change vs previous 13F +985 shares

    <0.01% of the 13F portfolio, value $1,017,715.

    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 15,751 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $919,070.

    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 15,717 shares
    Change vs previous 13F -23,099 shares

    <0.01% of the 13F portfolio, value $895,083.

    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 38,816 shares
    Change vs previous 13F -41,818 shares

    <0.01% of the 13F portfolio, value $2,560,304.

    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 80,634 shares
    Change vs previous 13F +22,151 shares

    <0.01% of the 13F portfolio, value $4,426,000.

    13F-HR 0000038777-25-000090 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).

  7. period ended2024-12-31
    13F 58,483 shares
    Change vs previous 13F -435 shares

    <0.01% of the 13F portfolio, value $3,879,762.

    13F-HR 0000038777-25-000026 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).

  8. period ended2024-09-30
    13F/A 58,918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,170,644.

    13F-HR/A 0000038777-24-000215 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).