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Disclosery

Franklin Resources: UHAL-B position timeline

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

Franklin Resources held 96,757 UHAL-B 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 96,757 shares
    Change vs previous 13F +96,757 shares

    <0.01% of the 13F portfolio, value $5,582,878.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -134,642 shares

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

    • FRANKLIN RESOURCES INC: 0 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 134,642 shares
    Change vs previous 13F -4,349 shares

    <0.01% of the 13F portfolio, value $6,890,902.

    13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 18,206 shares
    • Brandywine Global Investment Management, LLC: 116,436 shares

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

  4. period ended2025-06-30
    13F 138,991 shares
    Change vs previous 13F -2,199 shares

    <0.01% of the 13F portfolio, value $7,556,940.

    13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 22,845 shares
    • Brandywine Global Investment Management, LLC: 116,146 shares

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

  5. period ended2025-03-31
    13F 141,190 shares
    Change vs previous 13F +9,104 shares

    <0.01% of the 13F portfolio, value $8,355,624.

    13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 22,489 shares
    • Brandywine Global Investment Management, LLC: 118,701 shares

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

  6. period ended2024-12-31
    13F 132,086 shares
    Change vs previous 13F -9,538 shares

    <0.01% of the 13F portfolio, value $8,460,107.

    13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 12,010 shares
    • Brandywine Global Investment Management, LLC: 120,076 shares

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

  7. period ended2024-09-30
    13F/A 141,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,629,015.

    13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 12,329 shares
    • Brandywine Global Investment Management, LLC: 129,295 shares

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