Ibex Wealth Advisors

SEC CIK: 0001686242
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WEN holding history

Wendy's Co in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEN overview All 13F holders of WEN Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of WEN by Ibex Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−173−100.0%	Sold out	Holders
Q2 2024	173	$2.93K	<0.1%	+173	New	Holders
Q4 2023	0	$0	0.0%	−210,027−100.0%	Sold out	Holders
Q3 2023	210,027	$4.29M	1.1%	–	No prior filing	Holders