Franklin Resources: VRTS position timeline

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

Franklin Resources held 12,733 VRTS 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 12,733 shares
Change vs previous 13F +242 shares
<0.01% of the 13F portfolio, value $1,827,186.
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 12,491 shares
Change vs previous 13F -15,726 shares
<0.01% of the 13F portfolio, value $1,678,165.
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 28,217 shares
Change vs previous 13F +4,190 shares
<0.01% of the 13F portfolio, value $4,603,604.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 14,327 shares
- Brandywine Global Investment Management, LLC: 13,890 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 24,027 shares
Change vs previous 13F +728 shares
<0.01% of the 13F portfolio, value $4,565,851.
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: 9,737 shares
- Brandywine Global Investment Management, LLC: 14,290 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 23,299 shares
Change vs previous 13F +104 shares
<0.01% of the 13F portfolio, value $4,226,439.
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: 9,706 shares
- Brandywine Global Investment Management, LLC: 13,593 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 23,195 shares
Change vs previous 13F -670 shares
<0.01% of the 13F portfolio, value $3,997,890.
13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 9,102 shares
- Brandywine Global Investment Management, LLC: 14,093 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 23,865 shares
Change vs previous 13F -1,250 shares
<0.01% of the 13F portfolio, value $5,264,142.
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: 9,167 shares
- Brandywine Global Investment Management, LLC: 14,698 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 25,115 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $5,343,970.
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: 9,816 shares
- Brandywine Global Investment Management, LLC: 15,299 shares
Acceptance time not in the bulk data set (spec §4.2).