Welch Financial Planning, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2085141
BOULDER, CO
Position in WMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$313,920
+$39,660 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#373
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, 2026Welch Financial Planning, LLC holds $313,920 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
|
2,000 | $313,920 |
All Filings in WMS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,920 | 2,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $274,260 | 2,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $289,660 | 2,000 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||