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Disclosery

Franklin Resources: UGP position timeline

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

Franklin Resources held 18,565 UGP 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 18,565 shares
    Change vs previous 13F +2,988 shares

    <0.01% of the 13F portfolio, value $93,196.

    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 15,577 shares
    Change vs previous 13F -3,633 shares

    <0.01% of the 13F portfolio, value $85,829.

    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 19,210 shares
    Change vs previous 13F +4,688 shares

    <0.01% of the 13F portfolio, value $72,422.

    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 14,522 shares
    Change vs previous 13F -8,310 shares

    <0.01% of the 13F portfolio, value $59,540.

    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 22,832 shares
    Change vs previous 13F +11,461 shares

    <0.01% of the 13F portfolio, value $74,889.

    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 11,371 shares
    Change vs previous 13F -496 shares

    <0.01% of the 13F portfolio, value $35,023.

    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 11,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,210.

    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).