Position in WEX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$211,501
-$11,403 QoQ
Shares Held
1,382
-2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026Beverly Hills Private Wealth, LLC holds $15,942,314 across 3 Software - Infrastructure names.
All Filings in WEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,501 | 1,382 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $222,904 | 1,415 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $237,373 | 1,616 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,260,301 | 14,395 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $305,407 | 1,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,729 | 1,925 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||