Ownership history in 55I, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in Franklin Income Fund (FRIAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | ADDED | 51,242 | +34,070 | +198.4% | 0.00% | $116K | $1.81 |
| 2022 Q1 | INITIATED | 17,172 | — | — | 0.00% | $43K | $1.98 |
As of 2025 Q4 — sorted by position size