CVA Family Office, LLC
Family OfficePosition in WMS — Advanced Drainage Systems, Inc.
CIK 1802084
DENVER, CO
Position in WMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,085
+$155 QoQ
Shares Held
77
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 543 holders
Holding Since
Dec 2022
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, 2026CVA Family Office, LLC holds $1,596,249 across 17 Building Products & Equipment names. WMS ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
947 | $465,128 | |
| 2 | JCI |
Johnson Controls International plc
|
2,800 | $409,108 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
2,758 | $202,299 | |
| 4 | OC |
Owens Corning
|
1,201 | $190,910 | |
| 5 | AAON |
Aaon, Inc.
|
1,191 | $151,090 | |
| 6 | MAS |
Masco Corp /De/
|
498 | $40,522 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
337 | $30,154 | |
| 8 | CSL |
Carlisle Companies Inc
|
77 | $27,931 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,085 | 77 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,930 | 87 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $724 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $693 | 5 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $574 | 5 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $434 | 4 | Shares | Sole | 2025-04-16 | |
| 2023-03-31 | $421 | 5 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,688 | 45 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||