Retirement Wealth Solutions LLC
PensionPosition in WMS — Advanced Drainage Systems, Inc.
CIK 2044741
MARSHFIELD, WI
Position in WMS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$941
-$18 QoQ
Shares Held
6
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#520
of 543 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $46,760 across 9 Building Products & Equipment names. WMS ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
186 | $27,176 | |
| 2 | MAS |
Masco Corp /De/
|
64 | $5,207 | |
| 3 | CSL |
Carlisle Companies Inc
|
11 | $3,990 | |
| 4 | TT |
Trane Technologies plc
|
6 | $2,946 | |
| 5 | LII |
Lennox International Inc
|
5 | $2,864 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
29 | $2,127 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
This page
|
6 | $941 | |
| 8 | OC |
Owens Corning
|
5 | $794 |
All Filings in WMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941 | 6 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $959 | 7 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,013 | 7 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $970 | 7 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||