Position in CAVA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$526,173
+$114,052 QoQ
Shares Held
6,504
-7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026WJ Financial Advisors LLC holds $1,443,273 across 3 Restaurants names. CAVA ranks #2 (36.5% of the industry book) .
All Filings in CAVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||