Back to WEN
Optimist Retirement Group LLC → WEN
Optimist Retirement Group LLC WEN Position History
The Wendy's Company
Quarters held
4
Latest value
$198K
Q3 2026
Peak value
$257K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $203K |
| Q1 2026 | $216K |
| Q2 2026 | $257K |
| Q3 2026 | $198K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $198K | 31.1K | — | — |
| Q2 2026 | $257K | 31.1K | — | — |
| Q1 2026 | $216K | 31.1K | — | — |
| Q3 2025 | $203K | 22.1K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M