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Advisors Asset Management, Inc.: WEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WEN, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 1,201,350 WEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,201,350 shares
    Change vs previous 13F +329,127 shares

    0.15% of the 13F portfolio, value $9,959,192.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 872,223 shares
    Change vs previous 13F +244,179 shares

    0.1% of the 13F portfolio, value $6,061,950.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 628,044 shares
    Change vs previous 13F +115,639 shares

    0.09% of the 13F portfolio, value $5,231,607.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 512,405 shares
    Change vs previous 13F +74,434 shares

    0.08% of the 13F portfolio, value $4,693,630.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 437,971 shares
    Change vs previous 13F +137,699 shares

    0.09% of the 13F portfolio, value $5,001,629.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 300,272 shares
    Change vs previous 13F +28,874 shares

    0.08% of the 13F portfolio, value $4,392,979.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 271,398 shares
    Change vs previous 13F +62,518 shares

    0.08% of the 13F portfolio, value $4,423,787.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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 208,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,659,578.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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