Root Financial Partners, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1977181
ENCINITAS, CA
Position in WMS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$25,780
+$1,159 QoQ
Shares Held
188
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $930,604 across 3 Building Products & Equipment names.
All Filings in WMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,780 | 188 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,621 | 170 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,388 | 147 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||