Institute for Wealth Management, LLC.
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1533954
DENVER, CO
Position in WMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,410
+$432 QoQ
Shares Held
2,207
-12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#364
of 543 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,783,656 across 6 Building Products & Equipment names. WMS ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,428 | $701,376 | |
| 2 | JCI |
Johnson Controls International plc
|
4,753 | $694,460 | |
| 3 | MAS |
Masco Corp /De/
|
6,801 | $553,397 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
6,083 | $446,188 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
This page
|
2,207 | $346,410 | |
| 6 | LII |
Lennox International Inc
|
73 | $41,825 |
All Filings in WMS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,410 | 2,207 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $345,978 | 2,523 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,406 | 2,523 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $349,940 | 2,523 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $289,791 | 2,523 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $274,123 | 2,523 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $291,658 | 2,523 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $396,514 | 2,523 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $485,019 | 3,024 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $520,853 | 3,024 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $421,920 | 3,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $341,490 | 3,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $341,340 | 3,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $252,630 | 3,000 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $245,910 | 3,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $373,110 | 3,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $270,210 | 3,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $356,430 | 3,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $408,390 | 3,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $324,510 | 3,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $349,710 | 3,000 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $372,204 | 3,600 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $407,368 | 4,874 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||