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Disclosery

Franklin Resources: XLU position timeline

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

Franklin Resources held 65,739 XLU 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 65,739 shares
    Change vs previous 13F +917 shares

    <0.01% of the 13F portfolio, value $2,980,607.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 15,855 shares
    • Clearbridge Investments, LLC: 49,884 shares

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

  2. period ended2026-03-31
    13F 64,822 shares
    Change vs previous 13F -13,217 shares

    <0.01% of the 13F portfolio, value $2,974,683.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 16,038 shares
    • Clearbridge Investments, LLC: 48,784 shares

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

  3. period ended2025-12-31
    13F 78,039 shares
    Change vs previous 13F +44,194 shares

    <0.01% of the 13F portfolio, value $3,331,485.

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

    • FRANKLIN RESOURCES INC: 29,255 shares
    • Clearbridge Investments, LLC: 48,784 shares

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

  4. period ended2025-09-30
    13F 33,845 shares
    Change vs previous 13F -1,463 shares

    <0.01% of the 13F portfolio, value $2,951,622.

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

    • FRANKLIN RESOURCES INC: 8,453 shares
    • Clearbridge Investments, LLC: 25,392 shares

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

  5. period ended2025-06-30
    13F 35,308 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $2,883,252.

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

    • FRANKLIN RESOURCES INC: 8,516 shares
    • Clearbridge Investments, LLC: 26,792 shares

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

  6. period ended2025-03-31
    13F 35,223 shares
    Change vs previous 13F +2,242 shares

    <0.01% of the 13F portfolio, value $2,777,333.

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

    • FRANKLIN RESOURCES INC: 8,031 shares
    • Clearbridge Investments, LLC: 27,192 shares

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

  7. period ended2024-12-31
    13F 32,981 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $2,496,331.

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

    • FRANKLIN RESOURCES INC: 5,589 shares
    • Clearbridge Investments, LLC: 27,392 shares

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

  8. period ended2024-09-30
    13F/A 32,977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,660,923.

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

    • FRANKLIN RESOURCES INC: 5,585 shares
    • Clearbridge Investments, LLC: 27,392 shares

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