DIVERSIFY WEALTH MANAGEMENT, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2030780
SANDY, UT
Position in WMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$567,410
+$87,867 QoQ
Shares Held
3,615
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#322
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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,679,408 across 8 Building Products & Equipment names. WMS ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,542 | $1,739,688 | |
| 2 | AWI |
Armstrong World Industries Inc
|
4,140 | $664,138 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
This page
|
3,615 | $567,410 | |
| 4 | JCI |
Johnson Controls International plc
|
3,868 | $565,153 | |
| 5 | OC |
Owens Corning
|
3,476 | $552,544 | |
| 6 | MAS |
Masco Corp /De/
|
3,674 | $298,953 | |
| 7 | LII |
Lennox International Inc
|
462 | $264,702 | |
| 8 | INVE |
Identiv, Inc.
|
10,643 | $26,820 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,410 | 3,615 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $479,543 | 3,497 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||