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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

WEX holding history

WEX Inc. in every 13F filed by Procyon Private Wealth Partners, 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of WEX by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,891−100.0%Sold outHolders
Q1 20262,891$442.4K<0.1%+38+1.3%AddedHolders
Q4 20252,853$425.0K<0.1%−287−9.1%ReducedHolders
Q3 20253,140$494.6K<0.1%−62−1.9%ReducedHolders
Q2 20253,202$470.3K<0.1%+3+0.1%AddedHolders
Q1 20253,199$502.3K<0.1%−118−3.6%ReducedHolders
Q4 20243,317$581.5K<0.1%−374−10.1%ReducedHolders
Q3 20243,691$774.1K0.1%+138+3.9%AddedHolders
Q2 20243,553$629.4K<0.1%−254−6.7%ReducedHolders
Q1 20243,807$904.3K0.1%−156−3.9%ReducedHolders
Q4 20233,963$771.0K0.1%+13+0.3%AddedHolders
Q3 20233,950$743.0K0.1%+549+16.1%AddedHolders
Q2 20233,401$619.2K0.1%+435+14.7%AddedHolders
Q1 20232,966$545.4K0.1%+35+1.2%AddedHolders
Q4 20222,931$479.7K0.1%+308+11.7%AddedHolders
Q3 20222,623$333.0K0.1%00.0%UnchangedHolders
Q2 20222,623$408.0K0.1%00.0%UnchangedHolders
Q1 20222,623$468.0K0.1%+3+0.1%AddedHolders
Q4 20212,620$368.0K0.1%00.0%UnchangedHolders
Q3 20212,620$461.0K0.1%00.0%UnchangedHolders
Q2 20212,620$508.0K0.1%00.0%UnchangedHolders
Q1 20212,620$548.0K0.3%––Holders

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