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Spurstone Advisory Services, LLC

SEC CIK
0002056079
Latest filing
Aug 10, 2026

WEN holding history

Wendy's Co in every 13F filed by Spurstone 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)
1,500
Value
$13.4K
% of portfolio
0.2%
Quarters held
4
Since Q2 2025
Holdings of WEN by Spurstone Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,500$13.4K0.2%+1,500NewHolders
Q1 20260$00.0%−1,200−100.0%Sold outHolders
Q4 20251,200$10.0K0.2%00.0%UnchangedHolders
Q3 20251,200$11.0K0.2%+600+100.0%AddedHolders
Q2 2025600$6.85K0.1%+600NewHolders