Position in WEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$282
+$129 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 410 holders
Holding Since
Mar 2021
10 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, 2026HARBOUR INVESTMENTS, INC. holds $83,513,085 across 72 Software - Infrastructure names. WEX ranks #66 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,312 | $48,982,002 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
75,377 | $8,794,234 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
44,412 | $8,473,143 | |
| 4 | ORCL |
Oracle Corp
|
36,926 | $5,411,505 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,535 | $2,910,605 | |
| 6 | XYZ |
Block, Inc.
|
22,817 | $1,734,092 | |
| 7 | FTNT |
Fortinet, Inc.
|
10,788 | $1,657,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,843 | $1,187,891 |
All Filings in WEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282 | 2 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $153 | 1 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,979 | 20 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,890 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,762 | 12 | Shares | Sole | 2025-07-28 | |
| 2024-03-31 | $2,137 | 9 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $2,140 | 11 | Shares | Sole | 2024-02-16 | |
| 2021-09-30 | $29,063 | 165 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,993 | 165 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,521 | 165 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||