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Manager record

WMS Group LLC

Folsom, LA · CIK 2113632 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$77.54MReported 13F valueQ2 2026 · as filed
57Holdings listed
+12.7%vs prior quartervalue change includes market moves
3Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $78.6M$78.6MQ4 202554 holdingsQ1 2026: $68.8M$68.8MQ1 202650 holdingsQ2 2026: $77.5M$77.5MQ2 202657 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$77.54M · 57 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$68.77M · 50 holdings listed · View original SEC filing ↗
Mar 03 2026 13F-HR · period Q4 2025

$78.63M · 54 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology