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Disclosery

HB Wealth Management, LLC: WEN position timeline

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

HB Wealth Management, LLC held 15,736 WEN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,736 shares
    Change vs previous 13F -13,398 shares

    <0.01% of the 13F portfolio, value $130,451.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 29,134 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $202,482.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 29,841 shares
    Change vs previous 13F +10,465 shares

    <0.01% of the 13F portfolio, value $248,576.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 19,376 shares
    Change vs previous 13F +2,027 shares

    <0.01% of the 13F portfolio, value $177,493.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 17,349 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $198,126.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 16,922 shares
    Change vs previous 13F +6,557 shares

    <0.01% of the 13F portfolio, value $247,583.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 10,365 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $168,960.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 10,995 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,637.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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