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Disclosery

Franklin Resources: UTL position timeline

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

Franklin Resources held 12,074 UTL 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 12,074 shares
    Change vs previous 13F +12,074 shares

    <0.01% of the 13F portfolio, value $636,179.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -44,164 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 44,164 shares
    Change vs previous 13F -6,806 shares

    <0.01% of the 13F portfolio, value $2,113,689.

    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).

  4. period ended2025-06-30
    13F 50,970 shares
    Change vs previous 13F -3,721 shares

    <0.01% of the 13F portfolio, value $2,658,085.

    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).

  5. period ended2025-03-31
    13F 54,691 shares
    Change vs previous 13F -28,710 shares

    <0.01% of the 13F portfolio, value $3,155,124.

    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).

  6. period ended2024-12-31
    13F 83,401 shares
    Change vs previous 13F -13,867 shares

    <0.01% of the 13F portfolio, value $4,519,500.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 83,401 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  7. period ended2024-09-30
    13F/A 97,268 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,717,412.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 87,968 shares
    • Brandywine Global Investment Management, LLC: 9,300 shares

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