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Disclosery

Franklin Resources: UTZ position timeline

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

Franklin Resources held 916,442 UTZ 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 916,442 shares
    Change vs previous 13F +12,942 shares

    0.01% of the 13F portfolio, value $7,056,600.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    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 903,500 shares
    Change vs previous 13F -28,742 shares

    0.01% of the 13F portfolio, value $7,155,724.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    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 932,242 shares
    Change vs previous 13F -312,709 shares

    0.01% of the 13F portfolio, value $9,676,669.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 0 shares
    • Clearbridge Investments, LLC: 932,242 shares

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

  4. period ended2025-09-30
    13F 1,244,951 shares
    Change vs previous 13F +333,254 shares

    <0.01% of the 13F portfolio, value $15,126,158.

    13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 392,914 shares
    • Clearbridge Investments, LLC: 852,037 shares

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

  5. period ended2025-06-30
    13F 911,697 shares
    Change vs previous 13F +172,200 shares

    <0.01% of the 13F portfolio, value $11,441,794.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 192,240 shares
    • Clearbridge Investments, LLC: 719,457 shares

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

  6. period ended2025-03-31
    13F 739,497 shares
    Change vs previous 13F -7,719 shares

    <0.01% of the 13F portfolio, value $10,412,112.

    13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 36,834 shares
    • Clearbridge Investments, LLC: 702,663 shares

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

  7. period ended2024-12-31
    13F 747,216 shares
    Change vs previous 13F +722 shares

    <0.01% of the 13F portfolio, value $11,701,396.

    13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 36,695 shares
    • Clearbridge Investments, LLC: 710,521 shares

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

  8. period ended2024-09-30
    13F/A 746,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,204,192.

    13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 36,432 shares
    • Clearbridge Investments, LLC: 710,062 shares

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