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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

WEX holding history

WEX Inc. in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of WEX by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−214−100.0%Sold outHolders
Q4 2025214$31.9K<0.1%00.0%UnchangedHolders
Q3 2025214$33.7K<0.1%00.0%UnchangedHolders
Q2 2025214$31.4K<0.1%00.0%UnchangedHolders
Q1 2025214$33.6K<0.1%00.0%UnchangedHolders
Q4 2024214$37.5K<0.1%00.0%UnchangedHolders
Q3 2024214$44.9K<0.1%00.0%UnchangedHolders
Q2 2024214$37.9K<0.1%00.0%UnchangedHolders
Q1 2024214$50.8K<0.1%00.0%UnchangedHolders
Q4 2023214$41.6K<0.1%00.0%UnchangedHolders
Q3 2023214$40.3K<0.1%00.0%UnchangedHolders
Q2 2023214$39.0K0.1%00.0%UnchangedHolders
Q1 2023214$39.4K0.1%00.0%UnchangedHolders
Q4 2022214$35.0K0.1%00.0%UnchangedHolders
Q3 2022214$27.0K0.1%00.0%UnchangedHolders
Q2 2022214$33.0K0.1%00.0%UnchangedHolders
Q1 2022214$38.0K0.1%00.0%UnchangedHolders
Q4 2021214$30.0K<0.1%00.0%UnchangedHolders
Q3 2021214$38.0K0.1%00.0%UnchangedHolders
Q2 2021214$41.0K0.1%00.0%UnchangedHolders
Q1 2021214$45.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.