Position in WMS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$242,974
-$190,493 QoQ
Shares Held
1,548
-51.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#397
of 543 holders
Holding Since
Dec 2025
3 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, 2026Balance Wealth, LLC holds $242,974 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
|
1,548 | $242,974 |
All Filings in WMS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,974 | 1,548 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $433,467 | 3,161 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $457,807 | 3,161 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||