AA Financial Advisors, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2016899
Columbus, OH
Position in WMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,487,980
+$95,837 QoQ
Shares Held
9,480
-6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#240
of 543 holders
Holding Since
Dec 2024
7 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, 2026AA Financial Advisors, LLC holds $1,487,980 across 1 Building Products & Equipment name. WMS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
This page
|
9,480 | $1,487,980 |
All Filings in WMS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,980 | 9,480 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,392,143 | 10,152 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,470,314 | 10,152 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,408,082 | 10,152 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,838,793 | 16,009 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,778,274 | 16,367 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,900,464 | 16,440 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||