Wendy's/arby's Group shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Wendy's/arby's Group
Tip: Access up to 7 years of quarterly data
All positions including Wendy's/arby's Group held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wendy's/arby's Group by Everhart Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $193k | 10k | 18.84 |
2023-12-31 | $200k | 10k | 19.48 |
2023-09-30 | $209k | 10k | 20.41 |
2023-06-30 | $223k | 10k | 21.75 |
2023-03-31 | $223k | 10k | 21.78 |
2022-12-31 | $232k | 10k | 22.63 |
2022-09-30 | $195k | 10k | 18.74 |
2022-06-30 | $200k | 11k | 18.95 |
2022-03-31 | $219k | 10k | 21.94 |
2021-12-31 | $238k | 10k | 23.85 |
2021-09-30 | $219k | 10k | 21.64 |
2021-06-30 | $237k | 10k | 23.42 |
2021-03-31 | $207k | 10k | 20.29 |
2020-12-31 | $224k | 10k | 21.96 |