Position in WMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$415,944
-$29,728 QoQ
Shares Held
2,650
-18.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#348
of 543 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Dempze Nancy E holds $817,314 across 2 Building Products & Equipment names. WMS ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
This page
|
2,650 | $415,944 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
5,472 | $401,370 |
All Filings in WMS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,944 | 2,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $445,672 | 3,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $535,871 | 3,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $617,215 | 4,450 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $574,300 | 5,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $543,250 | 5,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,156,000 | 10,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,807,340 | 11,500 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||