Position in WMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,379
+$5,354 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 543 holders
Holding Since
Dec 2023
11 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, 2026Avalon Trust Co holds $3,612,408 across 3 Building Products & Equipment names. WMS ranks #3 (1.2% of the industry book) .
All Filings in WMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,379 | 270 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $37,025 | 270 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,104 | 270 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,449 | 270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,012 | 270 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,335 | 270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,212 | 270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,433 | 270 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,305 | 270 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $46,504 | 270 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $37,972 | 270 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||