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Concurrent Investment Advisors, LLC → WEN
Concurrent Investment Advisors, LLC WEN Position History
The Wendy's Company
Quarters held
6
Latest value
$41K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q2 2026 | $83K |
| Q2 2026 | $56K |
| Q2 2026 | $13K |
| Q3 2026 | $59K |
| Q3 2026 | $41K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41K | 6.4K | — | — |
| Q3 2026 | $59K | 9.3K | — | — |
| Q2 2026 | $13K | 1.6K | — | — |
| Q2 2026 | $56K | 6.8K | — | — |
| Q2 2026 | $83K | 10.0K | — | — |
| Q3 2025 | $1.1M | 119.8K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M