Position in WEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,435
+$2,439 QoQ
Shares Held
1,500
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#307
of 400 holders
Holding Since
Jun 2025
4 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, 2026Spurstone Advisory Services, LLC holds $12,435 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
|
1,500 | $12,435 |
All Filings in WEN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,435 | 1,500 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $9,996 | 1,200 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,992 | 1,200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,852 | 600 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||