Position in WMS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$411
-$23 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
5 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $845,359 across 5 Building Products & Equipment names. WMS ranks #3 (0.0% of the industry book) .
All Filings in WMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411 | 3 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $434 | 3 | Shares | Sole | 2026-01-14 | |
| 2021-03-31 | $170,283 | 1,647 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $65,108 | 779 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $41,647 | 667 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||