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Disclosery

Franklin Resources: USMV position timeline

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

Franklin Resources held 97,072 USMV 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 97,072 shares
    Change vs previous 13F +4,875 shares

    <0.01% of the 13F portfolio, value $9,363,565.

    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 92,197 shares
    Change vs previous 13F +31,408 shares

    <0.01% of the 13F portfolio, value $8,550,350.

    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 60,789 shares
    Change vs previous 13F +2,076 shares

    <0.01% of the 13F portfolio, value $5,723,892.

    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 58,713 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $5,585,955.

    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 59,010 shares
    Change vs previous 13F -2,300 shares

    <0.01% of the 13F portfolio, value $5,539,269.

    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 61,310 shares
    Change vs previous 13F -1,096 shares

    <0.01% of the 13F portfolio, value $5,742,295.

    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 62,406 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $5,541,029.

    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).

  8. period ended2024-09-30
    13F/A 62,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,755,499.

    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).