Outlook Wealth Advisors, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1767151
SHENANDOAH, TX
Position in WMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$435,877
+$56,987 QoQ
Shares Held
2,777
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#339
of 543 holders
Holding Since
Jun 2024
9 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, 2026Outlook Wealth Advisors, LLC holds $1,644,807 across 3 Building Products & Equipment names. WMS ranks #2 (26.5% of the industry book) .
All Filings in WMS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,877 | 2,777 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $378,890 | 2,763 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $403,206 | 2,784 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $393,353 | 2,836 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $316,324 | 2,754 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $301,395 | 2,774 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $312,235 | 2,701 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $328,150 | 2,088 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $309,231 | 1,928 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||