Pinnacle Wealth Planning Services, Inc.
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1726752
MANSFIELD, OH
Position in WMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,754
+$1,316 QoQ
Shares Held
94
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#468
of 543 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,223,685 across 21 Building Products & Equipment names. WMS ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,538 | $755,404 | |
| 2 | JCI |
Johnson Controls International plc
|
3,559 | $520,005 | |
| 3 | AWI |
Armstrong World Industries Inc
|
1,123 | $180,151 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
2,148 | $157,555 | |
| 5 | LPX |
Louisiana-Pacific Corp
|
1,350 | $106,191 | |
| 6 | GFF |
Griffon Corp
|
1,009 | $98,407 | |
| 7 | CSL |
Carlisle Companies Inc
|
154 | $55,863 | |
| 8 | LII |
Lennox International Inc
|
92 | $52,711 |
All Filings in WMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,754 | 94 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,438 | 98 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,889 | 89 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $7,438 | 89 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||