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Disclosery

Everhart Financial Group, Inc.: WEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on WEN, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 18,295 WEN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,295 shares
    Change vs previous 13F -2,658 shares

    0.01% of the 13F portfolio, value $116,723.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,953 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $173,698.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 20,995 shares
    Change vs previous 13F +6,618 shares

    0.01% of the 13F portfolio, value $145,915.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,377 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $119,760.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,854 shares
    Change vs previous 13F +3,692 shares

    0.01% of the 13F portfolio, value $126,903.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,162 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $116,050.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 10,101 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $147,778.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).