Wendy's/arby's Group shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Wendy's/arby's Group
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Quarterly reported holdings in Wendy's/arby's Group by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $358k | 31k | 11.42 |
| 2025-03-31 | $502k | 34k | 14.63 |
| 2024-12-31 | $559k | 34k | 16.30 |
| 2024-09-30 | $619k | 35k | 17.52 |
| 2024-06-30 | $599k | 35k | 16.96 |
| 2024-03-31 | $695k | 37k | 18.84 |
| 2023-12-31 | $719k | 37k | 19.48 |
| 2023-09-30 | $776k | 38k | 20.41 |
| 2023-06-30 | $916k | 42k | 21.75 |
| 2023-03-31 | $954k | 44k | 21.78 |
| 2022-12-31 | $979k | 44k | 22.35 |
| 2022-09-30 | $818k | 44k | 18.68 |
| 2022-06-30 | $862k | 46k | 18.86 |
| 2022-03-31 | $1.0M | 47k | 21.97 |
| 2021-12-31 | $1.1M | 48k | 23.86 |
| 2021-09-30 | $1.0M | 48k | 21.69 |
| 2021-06-30 | $1.1M | 48k | 23.42 |
| 2021-03-31 | $1.0M | 50k | 20.26 |
| 2020-12-31 | $1.1M | 50k | 21.92 |
| 2020-09-30 | $1.1M | 51k | 22.29 |
| 2020-06-30 | $1.1M | 52k | 21.78 |
| 2020-03-31 | $776k | 52k | 14.88 |
| 2019-12-31 | $1.2M | 52k | 22.21 |
| 2019-09-30 | $1.0M | 52k | 19.98 |
| 2019-06-30 | $1.0M | 53k | 19.58 |
| 2019-03-31 | $952k | 53k | 17.89 |
| 2018-12-31 | $864k | 55k | 15.62 |
| 2018-09-30 | $948k | 55k | 17.14 |
| 2018-06-30 | $918k | 53k | 17.18 |
| 2018-03-31 | $938k | 53k | 17.55 |
| 2017-12-31 | $898k | 55k | 16.41 |
| 2017-09-30 | $847k | 57k | 14.92 |
| 2017-06-30 | $881k | 57k | 15.52 |
| 2017-03-31 | $773k | 57k | 13.61 |
| 2016-12-31 | $830k | 61k | 13.52 |
| 2016-09-30 | $663k | 61k | 10.80 |
| 2016-06-30 | $315k | 33k | 9.61 |
| 2016-03-31 | $357k | 33k | 10.89 |
| 2015-12-31 | $353k | 33k | 10.76 |
| 2015-09-30 | $299k | 35k | 8.66 |
| 2015-06-30 | $461k | 41k | 11.29 |
| 2015-03-31 | $452k | 41k | 10.90 |
| 2014-12-31 | $363k | 40k | 9.02 |
| 2014-09-30 | $332k | 40k | 8.25 |
| 2014-06-30 | $343k | 40k | 8.53 |
| 2014-03-31 | $367k | 40k | 9.12 |
| 2013-12-31 | $391k | 45k | 8.71 |
| 2013-09-30 | $381k | 45k | 8.49 |
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