Wendy's/arby's Group shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Wendy's/arby's Group
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Quarterly reported holdings in Wendy's/arby's Group by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 141k | 9.16 |
| 2025-06-30 | $415k | 36k | 11.42 |
| 2025-03-31 | $577k | 39k | 14.63 |
| 2024-12-31 | $306k | 19k | 16.30 |
| 2018-03-31 | $3.0k | 3.0k | 0.99 |
| 2017-12-31 | $21k | 1.3k | 16.77 |