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
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Quarterly reported holdings in Wendy's/arby's Group by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 14k | 9.16 |
| 2025-06-30 | $116k | 10k | 11.42 |
| 2025-03-31 | $148k | 10k | 14.63 |
| 2024-06-30 | $174k | 10k | 16.96 |
| 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 |