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Kestra Advisory Services, LLC: WEN position timeline

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

Kestra Advisory Services, LLC held 55,520 WEN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,520 shares
    Change vs previous 13F +40,467 shares

    <0.01% of the 13F portfolio, value $460,257.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 40,720 shares
    • Kestra Advisory Services, LLC: 14,800 shares

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

  2. period ended2026-03-31
    13F 15,053 shares
    Change vs previous 13F +4,326 shares

    <0.01% of the 13F portfolio, value $104,616.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 10,727 shares
    Change vs previous 13F -23,240 shares

    <0.01% of the 13F portfolio, value $89,352.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 10,727 shares

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

  4. period ended2025-09-30
    13F 33,967 shares
    Change vs previous 13F -8,029 shares

    <0.01% of the 13F portfolio, value $311,134.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,161 shares
    • Kestra Advisory Services, LLC: 11,806 shares

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

  5. period ended2025-06-30
    13F 41,996 shares
    Change vs previous 13F +4,782 shares

    <0.01% of the 13F portfolio, value $479,597.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,294 shares
    • Kestra Advisory Services, LLC: 15,702 shares

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

  6. period ended2025-03-31
    13F/A 37,214 shares
    Change vs previous 13F -8,916 shares

    <0.01% of the 13F portfolio, value $544,441.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,659 shares
    • Kestra Advisory Services, LLC: 13,555 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 46,130 shares
    Change vs previous 13F -6,223 shares

    <0.01% of the 13F portfolio, value $751,919.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,526 shares
    • Kestra Advisory Services, LLC: 22,373 shares
    • Kestra Investment Management, LLC: 231 shares

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

  8. period ended2024-09-30
    13F 52,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $917,222.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,227 shares
    • Kestra Advisory Services, LLC: 21,126 shares

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