Position in WEN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$229,162
+$45,803 QoQ
Shares Held
32,973
+105.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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, 2026Frank, Rimerman Advisors LLC holds $6,042,340 across 4 Restaurants names.
All Filings in WEN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,162 | 32,973 | Shares | Sole | 2026-04-29 | |
| 2025-06-30 | $183,359 | 16,056 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $764,584 | 46,907 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $229,301 | 13,088 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $460,565 | 27,156 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||