Larson Financial Group LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1731061
ST LOUIS, MO
Position in WMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,583
+$29,989 QoQ
Shares Held
558
+32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 543 holders
Holding Since
Mar 2025
6 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, 2026Larson Financial Group LLC holds $5,965,979 across 21 Building Products & Equipment names. WMS ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
17,972 | $1,462,381 | |
| 2 | TT |
Trane Technologies plc
|
2,527 | $1,241,161 | |
| 3 | JCI |
Johnson Controls International plc
|
7,477 | $1,092,464 | |
| 4 | CSL |
Carlisle Companies Inc
|
1,606 | $582,576 | |
| 5 | LII |
Lennox International Inc
|
843 | $482,996 | |
| 6 | AAON |
Aaon, Inc.
|
2,587 | $328,186 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
3,403 | $249,610 | |
| 8 | TREX |
Trex Co Inc
|
2,668 | $133,506 |
All Filings in WMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,583 | 558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,594 | 420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,600 | 377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,026 | 303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,802 | 303 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,301 | 58 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||