Independent Advisor Alliance
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1696899
CHARLOTTE, NC
Position in WMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,016,786
+$131,065 QoQ
Shares Held
6,478
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 543 holders
Holding Since
Sep 2024
8 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, 2026Independent Advisor Alliance holds $9,227,990 across 7 Building Products & Equipment names. WMS ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
7,957 | $3,908,160 | |
| 2 | JCI |
Johnson Controls International plc
|
17,573 | $2,567,590 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
This page
|
6,478 | $1,016,786 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
9,656 | $708,266 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
8,161 | $448,038 | |
| 6 | MAS |
Masco Corp /De/
|
4,406 | $358,515 | |
| 7 | OC |
Owens Corning
|
1,388 | $220,635 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,786 | 6,478 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $885,721 | 6,459 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $933,429 | 6,445 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $970,899 | 7,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $694,787 | 6,049 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $651,573 | 5,997 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $690,593 | 5,974 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $939,030 | 5,975 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||