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Disclosery

Franklin Resources: USNA position timeline

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

Franklin Resources held 0 USNA shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -54,151 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.

  2. period ended2025-09-30
    13F 54,151 shares
    Change vs previous 13F +41,221 shares

    <0.01% of the 13F portfolio, value $1,491,860.

    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: 16,241 shares
    • Brandywine Global Investment Management, LLC: 37,910 shares

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

  3. period ended2025-06-30
    13F 12,930 shares
    Change vs previous 13F +1,807 shares

    <0.01% of the 13F portfolio, value $394,753.

    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).

  4. period ended2025-03-31
    13F 11,123 shares
    Change vs previous 13F -10,947 shares

    <0.01% of the 13F portfolio, value $299,987.

    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).

  5. period ended2024-12-31
    13F 22,070 shares
    Change vs previous 13F +1,020 shares

    <0.01% of the 13F portfolio, value $792,092.

    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).

  6. period ended2024-09-30
    13F/A 21,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $749,800.

    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).