WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in AM — Antero Midstream Corp
CIK 1812177
HIGHLAND PARK, IL
Position in AM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$343,479
-$755 QoQ
Shares Held
15,098
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#336
of 524 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,341,059 across 6 Oil & Gas Midstream names. AM ranks #4 (14.7% of the industry book) .
All Filings in AM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,479 | 15,098 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $344,234 | 15,098 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $268,593 | 15,098 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $293,505 | 15,098 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $286,107 | 15,098 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $271,764 | 15,098 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $227,828 | 15,098 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $252,463 | 16,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,263 | 16,775 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $235,856 | 16,775 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||