Franklin Universal Trust shares owned by Clear Creek Financial Management
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Clear Creek Financial Management
from 13F filings
Historical chart of Clear Creek Financial Management investment in Franklin Universal Trust
Tip: Access up to 7 years of quarterly data
All positions including Franklin Universal Trust held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Franklin Universal Trust by Clear Creek Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 30k | 8.04 |
| 2025-06-30 | $224k | 30k | 7.62 |
| 2025-03-31 | $199k | 27k | 7.53 |
| 2024-12-31 | $193k | 27k | 7.31 |
| 2024-09-30 | $200k | 27k | 7.56 |
| 2024-06-30 | $180k | 27k | 6.81 |
| 2024-03-31 | $176k | 27k | 6.64 |
| 2023-12-31 | $176k | 27k | 6.65 |
| 2023-09-30 | $168k | 27k | 6.35 |
| 2023-06-30 | $178k | 27k | 6.73 |
| 2023-03-31 | $189k | 27k | 7.13 |
More positions owned by Clear Creek Financial Management
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