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Disclosery

Franklin Resources: UPBD position timeline

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

Franklin Resources held 33,086 UPBD 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 33,086 shares
    Change vs previous 13F +3,742 shares

    <0.01% of the 13F portfolio, value $702,085.

    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 29,344 shares
    Change vs previous 13F -12,306 shares

    <0.01% of the 13F portfolio, value $529,659.

    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 41,650 shares
    Change vs previous 13F -164,739 shares

    <0.01% of the 13F portfolio, value $731,375.

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

    • FRANKLIN RESOURCES INC: 41,650 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 206,389 shares
    Change vs previous 13F +13,888 shares

    <0.01% of the 13F portfolio, value $4,876,971.

    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: 56,913 shares
    • Brandywine Global Investment Management, LLC: 149,476 shares

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

  5. period ended2025-06-30
    13F 192,501 shares
    Change vs previous 13F -4,062 shares

    <0.01% of the 13F portfolio, value $4,831,776.

    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: 37,404 shares
    • Brandywine Global Investment Management, LLC: 155,097 shares

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

  6. period ended2025-03-31
    13F 196,563 shares
    Change vs previous 13F -6,097 shares

    <0.01% of the 13F portfolio, value $4,709,650.

    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: 35,466 shares
    • Brandywine Global Investment Management, LLC: 161,097 shares

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

  7. period ended2024-12-31
    13F 202,660 shares
    Change vs previous 13F +169,869 shares

    <0.01% of the 13F portfolio, value $5,911,592.

    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: 35,263 shares
    • Brandywine Global Investment Management, LLC: 167,397 shares

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

  8. period ended2024-09-30
    13F/A 32,791 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $963,072.

    13F-HR/A 0000038777-24-000215 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).