JFS WEALTH ADVISORS, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1568068
HERMITAGE, PA
Position in WMS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,161
+$1,305 QoQ
Shares Held
52
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 543 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $339,614 across 18 Building Products & Equipment names. WMS ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
1,271 | $93,227 | |
| 2 | TT |
Trane Technologies plc
|
158 | $77,603 | |
| 3 | JCI |
Johnson Controls International plc
|
359 | $52,453 | |
| 4 | LII |
Lennox International Inc
|
40 | $22,918 | |
| 5 | CSL |
Carlisle Companies Inc
|
36 | $13,059 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
52 | $12,748 | |
| 7 | MAS |
Masco Corp /De/
|
146 | $11,880 | |
| 8 | OC |
Owens Corning
|
61 | $9,696 |
All Filings in WMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,161 | 52 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,856 | 50 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,807 | 47 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,161 | 30 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,330 | 29 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,911 | 36 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,086 | 44 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,915 | 44 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,896 | 43 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,406 | 43 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,047 | 43 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,577 | 49 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,982 | 35 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,199 | 38 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,721 | 21 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,094 | 49 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,711 | 19 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,871 | 41 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,905 | 14 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||