Skip to content
Disclosery

Allworth Financial LP: WEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on WEN, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 10,597 WEN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,597 shares
    Change vs previous 13F -1,329 shares

    <0.01% of the 13F portfolio, value $87,848.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 11,926 shares
    Change vs previous 13F +4,631 shares

    <0.01% of the 13F portfolio, value $82,884.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 7,295 shares
    Change vs previous 13F -7,624 shares

    <0.01% of the 13F portfolio, value $60,765.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 14,919 shares
    Change vs previous 13F +8,471 shares

    <0.01% of the 13F portfolio, value $136,655.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 6,448 shares
    Change vs previous 13F +5,067 shares

    <0.01% of the 13F portfolio, value $73,631.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 1,381 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $17,725.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 2,124 shares
    Change vs previous 13F +594 shares

    <0.01% of the 13F portfolio, value $30,104.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 1,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,813.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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