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N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

WEN holding history

Wendy's Co in every 13F filed by N.E.W. Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEN overviewAll 13F holders of WENFull Q2 2026 holdings

Shares (Q2 2026)
520
Value
$4.31K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of WEN by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026520$4.31K<0.1%+88+20.4%AddedHolders
Q1 2026432$3.00K<0.1%+144+50.0%AddedHolders
Q4 2025288$2.40K<0.1%00.0%UnchangedHolders
Q3 2025288$2.64K<0.1%00.0%UnchangedHolders
Q2 2025288$3.29K<0.1%00.0%UnchangedHolders
Q1 2025288$4.21K<0.1%+288NewHolders