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Franklin Resources: WSO position timeline

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

Franklin Resources held 25,480 WSO 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 25,480 shares
    Change vs previous 13F -3,456 shares

    <0.01% of the 13F portfolio, value $10,618,286.

    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 28,936 shares
    Change vs previous 13F -1,725 shares

    <0.01% of the 13F portfolio, value $10,526,633.

    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 30,661 shares
    Change vs previous 13F -1,153 shares

    <0.01% of the 13F portfolio, value $10,331,229.

    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).

  4. period ended2025-09-30
    13F 31,814 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $12,862,406.

    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).

  5. period ended2025-06-30
    13F 31,681 shares
    Change vs previous 13F -21,390 shares

    <0.01% of the 13F portfolio, value $13,990,965.

    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 53,071 shares
    Change vs previous 13F +3,155 shares

    0.01% of the 13F portfolio, value $26,975,990.

    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 49,916 shares
    Change vs previous 13F -1,674 shares

    0.01% of the 13F portfolio, value $23,654,693.

    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 51,590 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,644,873.

    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).