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Everhart Financial Group, Inc. → WEN
Everhart Financial Group, Inc. WEN Position History
The Wendy's Company
Quarters held
5
Latest value
$117K
Q3 2026
Peak value
$174K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $127K |
| Q4 2025 | $120K |
| Q1 2026 | $146K |
| Q2 2026 | $174K |
| Q3 2026 | $117K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $117K | 18.3K | — | — |
| Q2 2026 | $174K | 21.0K | — | — |
| Q1 2026 | $146K | 21.0K | — | — |
| Q4 2025 | $120K | 14.4K | — | — |
| Q3 2025 | $127K | 13.9K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M