Position in WEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$426,619
+$422,762 QoQ
Shares Held
5,986
+27109.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#244
of 410 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Coppell Advisory Solutions LLC holds $468,731 across 7 Software - Infrastructure names. WEX ranks #1 (91.0% of the industry book) .
All Filings in WEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,619 | 5,986 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $3,857 | 22 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,614 | 22 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,897 | 22 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $28,209 | 145 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $47,156 | 259 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||