Skip to content
Disclosery

Franklin Resources: UGI position timeline

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

Franklin Resources held 288,705 UGI 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 288,705 shares
    Change vs previous 13F -146,970 shares

    <0.01% of the 13F portfolio, value $9,971,871.

    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 435,675 shares
    Change vs previous 13F +110,180 shares

    <0.01% of the 13F portfolio, value $15,867,283.

    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 325,495 shares
    Change vs previous 13F +99,669 shares

    <0.01% of the 13F portfolio, value $12,183,277.

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

    • FRANKLIN RESOURCES INC: 275,080 shares
    • Brandywine Global Investment Management, LLC: 50,415 shares

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

  4. period ended2025-09-30
    13F 225,826 shares
    Change vs previous 13F -194,032 shares

    <0.01% of the 13F portfolio, value $7,510,973.

    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 419,858 shares
    Change vs previous 13F -56,949 shares

    <0.01% of the 13F portfolio, value $15,291,229.

    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 476,807 shares
    Change vs previous 13F -150,198 shares

    <0.01% of the 13F portfolio, value $15,768,008.

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

    • FRANKLIN RESOURCES INC: 476,807 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 627,005 shares
    Change vs previous 13F -156,901 shares

    <0.01% of the 13F portfolio, value $17,700,350.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 480,224 shares
    • Brandywine Global Investment Management, LLC: 146,781 shares

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

  8. period ended2024-09-30
    13F/A 783,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,409,514.

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

    • FRANKLIN RESOURCES INC: 630,604 shares
    • Brandywine Global Investment Management, LLC: 153,302 shares

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