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Disclosery

IFP Advisors, Inc: WEN position timeline

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

IFP Advisors, Inc held 344 WEN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344 shares
    Change vs previous 13F -1,763 shares

    <0.01% of the 13F portfolio, value $2,852.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 2,107 shares
    Change vs previous 13F -1,773 shares

    <0.01% of the 13F portfolio, value $14,644.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 3,880 shares
    Change vs previous 13F -884 shares

    <0.01% of the 13F portfolio, value $32,320.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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 4,764 shares
    Change vs previous 13F -2,877 shares

    <0.01% of the 13F portfolio, value $43,638.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 7,641 shares
    Change vs previous 13F +1,144 shares

    <0.01% of the 13F portfolio, value $87,269.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 6,497 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $95,057.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 6,597 shares
    Change vs previous 13F +2,338 shares

    <0.01% of the 13F portfolio, value $107,529.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 4,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,613.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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