Position in CAVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$499,603
-$26,570 QoQ
Shares Held
6,366
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#282
of 535 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WJ Financial Advisors LLC holds $1,838,586 across 3 Restaurants names. CAVA ranks #2 (27.2% of the industry book) .
All Filings in CAVA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,603 | 6,366 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $526,173 | 6,504 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $412,121 | 7,022 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $436,703 | 7,229 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||