Skip to content
Disclosery

Focus Partners Wealth: WEN position timeline

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

Focus Partners Wealth held 30,262 WEN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,262 shares
    Change vs previous 13F -1,017,185 shares

    <0.01% of the 13F portfolio, value $250,873.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 1,047,447 shares
    Change vs previous 13F +253,122 shares

    0.01% of the 13F portfolio, value $7,281,470.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,047,447 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 794,325 shares
    Change vs previous 13F +644,246 shares

    0.01% of the 13F portfolio, value $6,629,511.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 712,052 shares
    • Focus Partners Advisor Solutions, LLC: 82,273 shares

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

  4. period ended2025-09-30
    13F 150,079 shares
    Change vs previous 13F +24,478 shares

    <0.01% of the 13F portfolio, value $1,341,519.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 64,467 shares
    • Focus Partners Advisor Solutions, LLC: 85,612 shares

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

  5. period ended2025-06-30
    13F 125,601 shares
    Change vs previous 13F +16,509 shares

    <0.01% of the 13F portfolio, value $1,434,376.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 58,790 shares
    • Focus Partners Advisor Solutions, LLC: 66,811 shares

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

  6. period ended2025-03-31
    13F/A 109,092 shares
    Change vs previous 13F +39,655 shares

    <0.01% of the 13F portfolio, value $1,596,023.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 53,538 shares
    • Focus Partners Advisor Solutions, LLC: 55,554 shares

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

  7. period ended2024-12-31
    13F/A 69,437 shares
    Change vs previous 13F +9,067 shares

    <0.01% of the 13F portfolio, value $1,131,836.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 59,243 shares
    • Focus Partners Advisor Solutions, LLC: 10,194 shares

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

  8. period ended2024-09-30
    13F 60,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,057,692.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,726 shares
    • Focus Partners Advisor Solutions, LLC: 23,644 shares

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