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Disclosery

Franklin Resources: UVSP position timeline

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

Franklin Resources held 65,780 UVSP 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 65,780 shares
    Change vs previous 13F +4,734 shares

    <0.01% of the 13F portfolio, value $2,877,875.

    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 61,046 shares
    Change vs previous 13F -7,948 shares

    <0.01% of the 13F portfolio, value $2,091,437.

    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 68,994 shares
    Change vs previous 13F +3,272 shares

    <0.01% of the 13F portfolio, value $2,258,864.

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

    • FRANKLIN RESOURCES INC: 52,038 shares
    • Brandywine Global Investment Management, LLC: 16,956 shares

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

  4. period ended2025-09-30
    13F 65,722 shares
    Change vs previous 13F +15,740 shares

    <0.01% of the 13F portfolio, value $1,972,975.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 50,956 shares
    • Brandywine Global Investment Management, LLC: 14,766 shares

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

  5. period ended2025-06-30
    13F 49,982 shares
    Change vs previous 13F +2,121 shares

    <0.01% of the 13F portfolio, value $1,501,459.

    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 47,861 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $1,357,338.

    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 48,080 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $1,418,841.

    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 48,312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,347,906.

    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).