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Livermore
Livermore
ZHEN

Journey Advisory Group, LLC

SEC CIK
0001840085
Latest filing
Aug 4, 2026

WMS holding history

Advanced Drainage Systems, Inc. in every 13F filed by Journey Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMS overviewAll 13F holders of WMSFull Q2 2026 holdings

Shares (Q2 2026)
3,628
Value
$569.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WMS by Journey Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,628$569.5K<0.1%00.0%UnchangedHolders
Q1 20263,628$497.5K<0.1%+10.0%AddedHolders
Q4 20253,627$525.4K<0.1%+1,931+113.9%AddedHolders
Q3 20251,696$235.2K<0.1%+1,696NewHolders
Q1 20250$00.0%−1,716−100.0%Sold outHolders
Q4 20241,716$275.2K<0.1%00.0%UnchangedHolders
Q3 20241,716$275.2K<0.1%00.0%UnchangedHolders
Q2 20241,716$275.2K<0.1%−3,029−63.8%ReducedHolders
Q1 20244,745$817.3K0.1%00.0%UnchangedHolders
Q4 20234,745$667.3K0.1%−200−4.0%ReducedHolders
Q3 20234,945$562.9K0.1%+10.0%AddedHolders
Q2 20234,944$562.6K0.1%−350−6.6%ReducedHolders
Q1 20235,294$445.8K0.1%−111−2.1%ReducedHolders
Q4 20225,405$443.1K0.1%−2,525−31.8%ReducedHolders
Q3 20227,930$986.0K0.3%−550−6.5%ReducedHolders
Q2 20228,480$1.01M0.2%−1,050−11.0%ReducedHolders
Q1 20229,530$1.13M0.3%00.0%UnchangedHolders
Q4 20219,530$1.30M0.4%−50−0.5%ReducedHolders
Q3 20219,580$1.04M0.3%00.0%UnchangedHolders
Q2 20219,580$1.12M0.4%00.0%UnchangedHolders
Q1 20219,580$990.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.