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Disclosery

Ballentine Partners, LLC: WEN position timeline

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

Ballentine Partners, LLC held 12,023 WEN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,023 shares
    Change vs previous 13F -7,126 shares

    <0.01% of the 13F portfolio, value $99,671.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 19,149 shares
    Change vs previous 13F +8,149 shares

    <0.01% of the 13F portfolio, value $133,086.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 11,000 shares
    Change vs previous 13F -9,610 shares

    <0.01% of the 13F portfolio, value $91,630.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 20,610 shares
    Change vs previous 13F +20,610 shares

    <0.01% of the 13F portfolio, value $188,787.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 0 shares
    Change vs previous 13F -26,519 shares

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 26,519 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $387,973.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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