Position in WEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,350
New position
Shares Held
15,000
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#228
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026COOPER/HAIMS ADVISORS, LLC holds $124,350 across 1 Restaurants name. WEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEN |
Wendy's Co
This page
|
15,000 | $124,350 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,350 | 15,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||