Position in WEX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$327,505
+$8,688 QoQ
Shares Held
2,140
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026B.O.S.S. Retirement Advisors, LLC holds $5,613,652 across 3 Software - Infrastructure names.
All Filings in WEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,505 | 2,140 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $318,817 | 2,140 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $337,114 | 2,140 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $314,344 | 2,140 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $223,362 | 1,065 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||