Skip to main content
Equibles

IAG Wealth Partners, LLC

Position in WEN — Wendy's Co

CIK 1827261 Waukesha, WI
Back to WEN Full portfolio

Position in WEN

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$223
+$36 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 400 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WEN Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $261,482 across 6 Restaurants names. WEN ranks #5 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 851 $230,033
2 YUM
Yum Brands Inc
 178 $28,455
3 CBRL
Cracker Barrel Old Country Store, Inc
 40 $2,132
4 QSR
Restaurant Brands International Inc.
 6 $435
5 WEN
Wendy's Co
This page 		27 $223
6 SBUX
Starbucks Corp
 2 $204

All Filings in WEN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $223 27
2026-03-31 $187 27
2025-12-31 $224 27
2025-09-30 $247 27
2025-06-30 $308 27
2025-03-31 $395 27
2024-12-31 $440 27
2024-09-30 $473 27
2024-06-30 $457 27
2024-03-31 $508 27
2023-12-31 $525 27
2023-09-30 $551 27
2023-06-30 $587 27
2023-03-31 $588 27
2022-12-31 $611 27
2022-09-30 $504 27
2022-06-30 $509 27
2022-03-31 $593 27
2021-12-31 $643 27
2021-09-30 $585 27
2021-06-30 $632 27
2021-03-31 $547 27
2020-12-31 $591 27
2020-09-30 $602 27
2020-06-30 $588 27
2020-03-31 $401 27

Report a Problem

Category
Description
Email (optional, for follow-up)