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Disclosery

Franklin Resources: UDIV position timeline

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

Franklin Resources held 14,772 UDIV 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 14,772 shares
    Change vs previous 13F -235,350 shares

    <0.01% of the 13F portfolio, value $887,765.

    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 250,122 shares
    Change vs previous 13F -200,850 shares

    <0.01% of the 13F portfolio, value $12,910,622.

    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 450,972 shares
    Change vs previous 13F +434,956 shares

    0.01% of the 13F portfolio, value $23,968,801.

    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 16,016 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $839,003.

    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 15,711 shares
    Change vs previous 13F -2,195 shares

    <0.01% of the 13F portfolio, value $757,669.

    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 17,906 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $783,029.

    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 16,906 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $767,608.

    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 15,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $722,011.

    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).