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Align Financial, LLC

Position in WEN — Wendy's Co

CIK 2089183 HERMANTOWN, MN

Position in WEN

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$6,217
+$1,005 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#327
of 400 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WEN Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Align Financial, LLC holds $117,894 across 4 Restaurants names. WEN ranks #4 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WEN
Wendy's Co
This page
750 $6,217

All Filings in WEN

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,217 750
2026-03-31 $5,212 750
2025-12-31 $6,247 750