Retirement Planning Co of New England, Inc.

Pension

Position in WEX — WEX Inc.

CIK 1817693 Warwick, RI

Position in WEX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$511,733

-$43,037 QoQ

Shares Held

3,627

+0.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#225

of 410 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $6,756,865 across 6 Software - Infrastructure names. WEX ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,903	$3,694,017
2	CRWD	CrowdStrike Holdings, Inc.	4,288	$818,086
3	WIX	Wix.com Ltd.	16,977	$770,246
4	WEX	WEX Inc. This page	3,627	$511,733
5	IOT	Samsara Inc.	15,699	$509,118
6	FOUR	Shift4 Payments, Inc.	9,327	$453,665

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$511,733	3,627	+0.1%	Shares	Sole	2026-07-30
2026-03-31	$554,770	3,625	+0.8%	Shares	Sole	2026-05-08
2025-12-31	$535,583	3,595	-4.5%	Shares	Sole	2026-01-28
2025-09-30	$593,100	3,765	+3.0%	Shares	Sole	2025-11-03
2025-06-30	$536,736	3,654	+37.5%	Shares	Sole	2025-08-12
2025-03-31	$417,202	2,657	+32.7%	Shares	Sole	2025-05-15
2024-12-31	$350,990	2,002	+8.5%	Shares	Sole	2025-02-10
2024-09-30	$386,951	1,845	+10.4%	Shares	Sole	2024-11-12
2024-06-30	$296,000	1,671	+8.9%	Shares	Sole	2024-08-08
2024-03-31	$364,608	1,535	-1.3%	Shares	Sole	2024-05-06
2023-12-31	$302,525	1,555	+33.0%	Shares	Sole	2024-02-12
2023-09-30	$219,877	1,169	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$215,570	1,184	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.