Position in WMS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$8,913
-$500 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Addison Advisors LLC holds $111,852 across 5 Building Products & Equipment names.
All Filings in WMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,913 | 65 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,413 | 65 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,015 | 65 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,465 | 65 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,062 | 65 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,514 | 65 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,215 | 65 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,425 | 65 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,195 | 65 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,141 | 65 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||