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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

WEN holding history

Wendy's Co in every 13F filed by Everhart Financial Group, Inc., 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)
20,953
Value
$173.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WEN by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,953$173.7K<0.1%−42−0.2%ReducedHolders
Q1 202620,995$145.9K<0.1%+6,618+46.0%AddedHolders
Q4 202514,377$119.8K<0.1%+523+3.8%AddedHolders
Q3 202513,854$126.9K<0.1%+3,692+36.3%AddedHolders
Q2 202510,162$116.0K<0.1%+61+0.6%AddedHolders
Q1 202510,101$147.8K<0.1%+10,101NewHolders
Q3 20240$00.0%−10,248−100.0%Sold outHolders
Q2 202410,248$173.8K<0.1%00.0%UnchangedHolders
Q1 202410,248$193.1K0.1%00.0%UnchangedHolders
Q4 202310,248$199.6K0.1%00.0%UnchangedHolders
Q3 202310,248$209.2K0.1%00.0%UnchangedHolders
Q2 202310,248$222.9K0.1%−10.0%ReducedHolders
Q1 202310,249$223.2K0.1%00.0%UnchangedHolders
Q4 202210,249$231.9K0.1%−159−1.5%ReducedHolders
Q3 202210,408$195.0K0.1%−145−1.4%ReducedHolders
Q2 202210,553$200.0K0.1%+572+5.7%AddedHolders
Q1 20229,981$219.0K0.1%00.0%UnchangedHolders
Q4 20219,981$238.0K0.1%−139−1.4%ReducedHolders
Q3 202110,120$219.0K0.2%00.0%UnchangedHolders
Q2 202110,120$237.0K0.2%−80−0.8%ReducedHolders
Q1 202110,200$207.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.