Back to WEN
Pinnacle Wealth Planning Services, Inc. → WEN
Pinnacle Wealth Planning Services, Inc. WEN Position History
The Wendy's Company
Quarters held
4
Latest value
$103K
Q3 2026
Peak value
$103K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $35K |
| Q1 2026 | $53K |
| Q2 2026 | $55K |
| Q3 2026 | $103K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $103K | 16.1K | — | — |
| Q2 2026 | $55K | 6.6K | — | — |
| Q1 2026 | $53K | 7.6K | — | — |
| Q4 2025 | $35K | 4.2K | — | — |
Other funds holding WEN
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$300.4M
$292.5M
$272.8M