Marshall Financial Group, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1841496
Hunt Valley, MD
Position in WMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$960,124
+$713,976 QoQ
Shares Held
6,117
+240.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#274
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, 2026Marshall Financial Group, LLC holds $2,650,480 across 3 Building Products & Equipment names. WMS ranks #1 (36.2% 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 | $960,124 | 6,117 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $246,148 | 1,795 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $261,128 | 1,803 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,321,672 | 9,529 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,063,718 | 9,261 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $945,037 | 8,698 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $869,427 | 7,521 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,173,199 | 7,465 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,170,045 | 7,295 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,227,898 | 7,129 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $926,114 | 6,585 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||