Franklin Resources: UVV position timeline

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

Franklin Resources held 109,681 UVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 109,681 shares
Change vs previous 13F +2,066 shares
<0.01% of the 13F portfolio, value $5,722,058.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 107,615 shares
Change vs previous 13F -2,566 shares
<0.01% of the 13F portfolio, value $5,671,311.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 110,181 shares
Change vs previous 13F -3,229 shares
<0.01% of the 13F portfolio, value $5,812,048.
13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 11,298 shares
- Brandywine Global Investment Management, LLC: 98,883 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 113,410 shares
Change vs previous 13F -2,730 shares
<0.01% of the 13F portfolio, value $6,336,217.
13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 10,841 shares
- Brandywine Global Investment Management, LLC: 102,569 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 116,140 shares
Change vs previous 13F +105,307 shares
<0.01% of the 13F portfolio, value $6,763,994.
13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 9,759 shares
- Brandywine Global Investment Management, LLC: 106,381 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 10,833 shares
Change vs previous 13F -83,484 shares
<0.01% of the 13F portfolio, value $607,189.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 10,833 shares
- Brandywine Global Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 94,317 shares
Change vs previous 13F -6,518 shares
<0.01% of the 13F portfolio, value $5,172,344.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 11,611 shares
- Brandywine Global Investment Management, LLC: 82,706 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 100,835 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $5,040,742.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 14,421 shares
- Brandywine Global Investment Management, LLC: 86,414 shares
Acceptance time not in the bulk data set (spec §4.2).