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Disclosery

Franklin Resources: UI position timeline

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

Franklin Resources held 16,202 UI 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 16,202 shares
    Change vs previous 13F -6,406 shares

    <0.01% of the 13F portfolio, value $8,652,354.

    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 22,608 shares
    Change vs previous 13F +6,251 shares

    <0.01% of the 13F portfolio, value $17,866,876.

    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 16,357 shares
    Change vs previous 13F +4,615 shares

    <0.01% of the 13F portfolio, value $9,051,146.

    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 11,742 shares
    Change vs previous 13F -10,098 shares

    <0.01% of the 13F portfolio, value $7,756,531.

    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 21,840 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $8,990,437.

    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 22,178 shares
    Change vs previous 13F +7,969 shares

    <0.01% of the 13F portfolio, value $6,878,285.

    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 14,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,716,393.

    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).