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Disclosery

Franklin Resources: UNIT position timeline

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

Franklin Resources held 227,224 UNIT 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 227,224 shares
    Change vs previous 13F +206,389 shares

    <0.01% of the 13F portfolio, value $2,606,259.

    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 20,835 shares
    Change vs previous 13F +2,186 shares

    <0.01% of the 13F portfolio, value $195,432.

    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 18,649 shares
    Change vs previous 13F -9,207 shares

    <0.01% of the 13F portfolio, value $130,730.

    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 27,856 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,479.

    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).