Position in WEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$987
+$681 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 410 holders
Holding Since
Jun 2025
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, 2026HFM Investment Advisors, LLC holds $308,792 across 39 Software - Infrastructure names. WEX ranks #20 (0.3% of the industry book) .
All Filings in WEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $306 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $297 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $472 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $440 | 3 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||