Valued Wealth Advisors LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2007175
HOLLADAY, UT
Position in WMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,394
+$966 QoQ
Shares Held
28
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#493
of 543 holders
Holding Since
Jun 2024
9 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, 2026Valued Wealth Advisors LLC holds $42,558 across 13 Building Products & Equipment names. WMS ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
19 | $9,332 | |
| 2 | OC |
Owens Corning
|
43 | $6,835 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
This page
|
28 | $4,394 | |
| 4 | AAON |
Aaon, Inc.
|
30 | $3,805 | |
| 5 | NPKI |
NPK International Inc.
|
231 | $3,675 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
47 | $3,447 | |
| 7 | LII |
Lennox International Inc
|
6 | $3,437 | |
| 8 | LPX |
Louisiana-Pacific Corp
|
38 | $2,989 |
All Filings in WMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,394 | 28 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,428 | 25 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $724 | 5 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $693 | 5 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $574 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $543 | 5 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $231 | 2 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $471 | 3 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $481 | 3 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||