Franklin Resources: SOLV position timeline

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

Franklin Resources held 106,717 SOLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 106,717 shares
Change vs previous 13F +81,156 shares
<0.01% of the 13F portfolio, value $8,233,217.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 102,889 shares
- Clearbridge Investments, LLC: 3,828 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 25,561 shares
Change vs previous 13F -76 shares
<0.01% of the 13F portfolio, value $1,669,133.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 21,858 shares
- Clearbridge Investments, LLC: 3,703 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 25,637 shares
Change vs previous 13F -3,062 shares
<0.01% of the 13F portfolio, value $2,031,478.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 21,934 shares
- Clearbridge Investments, LLC: 3,703 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 28,699 shares
Change vs previous 13F -1,407 shares
<0.01% of the 13F portfolio, value $2,095,027.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 24,846 shares
- Clearbridge Investments, LLC: 3,853 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 30,106 shares
Change vs previous 13F -69,727 shares
<0.01% of the 13F portfolio, value $2,283,238.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 25,770 shares
- Clearbridge Investments, LLC: 4,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 99,833 shares
Change vs previous 13F -5,597 shares
<0.01% of the 13F portfolio, value $7,591,301.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 96,672 shares
- Clearbridge Investments, LLC: 3,161 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 105,430 shares
Change vs previous 13F -58,725 shares
<0.01% of the 13F portfolio, value $6,964,706.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 105,430 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 164,155 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $11,391,750.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 161,020 shares
- Clearbridge Investments, LLC: 3,135 shares
Acceptance time not in the bulk data set (spec §4.2).