Position in WEX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$489,159
-$140,906 QoQ
Shares Held
3,467
-15.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#230
of 410 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bath Savings Trust Co holds $41,595,492 across 4 Software - Infrastructure names. WEX ranks #4 (1.2% of the industry book) .
All Filings in WEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,159 | 3,467 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $630,065 | 4,117 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $687,095 | 4,612 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $854,127 | 5,422 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $903,960 | 6,154 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,010,169 | 12,802 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $3,674,706 | 20,960 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,152,016 | 24,565 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,675,255 | 26,393 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,468,891 | 27,234 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $5,308,101 | 27,284 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,116,800 | 27,204 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $4,974,880 | 27,324 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $4,999,785 | 27,189 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,375,836 | 26,739 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,314,910 | 26,114 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,995,402 | 25,684 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,618,999 | 25,884 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,480,688 | 24,793 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $4,297,463 | 24,398 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,693,155 | 24,204 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $5,043,038 | 24,104 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $4,937,841 | 24,261 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,535,535 | 25,441 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $4,071,290 | 24,673 | Shares | Other | 2020-07-06 | |
| 2020-03-31 | $2,919,871 | 27,928 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||