ELEVATION WEALTH PARTNERS, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in WMS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,354
-$114 QoQ
Shares Held
15
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#507
of 543 holders
Holding Since
Mar 2026
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $202,515 across 13 Building Products & Equipment names. WMS ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
363 | $53,037 | |
| 2 | TT |
Trane Technologies plc
|
66 | $32,416 | |
| 3 | FBIN |
Fortune Brands Innovations, Inc.
|
560 | $30,744 | |
| 4 | MAS |
Masco Corp /De/
|
274 | $22,295 | |
| 5 | TREX |
Trex Co Inc
|
349 | $17,463 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
162 | $11,882 | |
| 7 | CSL |
Carlisle Companies Inc
|
25 | $9,068 | |
| 8 | LII |
Lennox International Inc
|
13 | $7,448 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,354 | 15 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,468 | 18 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||