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Summit Trail Advisors, LLC: WEN position timeline

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

Summit Trail Advisors, LLC held 145,301 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 145,301 shares
    Change vs previous 13F -15,447 shares

    0.02% of the 13F portfolio, value $1,204,545.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 160,748 shares
    Change vs previous 13F +40,817 shares

    0.02% of the 13F portfolio, value $1,117,199.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 119,931 shares
    Change vs previous 13F -21,046 shares

    0.02% of the 13F portfolio, value $999,025.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 140,977 shares
    Change vs previous 13F +104,627 shares

    0.02% of the 13F portfolio, value $1,291,349.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 36,350 shares
    Change vs previous 13F -3,094 shares

    0.01% of the 13F portfolio, value $415,117.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 39,444 shares
    Change vs previous 13F +20,704 shares

    0.02% of the 13F portfolio, value $577,066.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 18,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,462.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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