WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in ARES — Ares Management Corp

CIK 1812177 HIGHLAND PARK, IL

Position in ARES

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$234,975

+$7,066 QoQ

Shares Held

2,111

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#580

of 804 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,082,140 across 20 Asset Management names. ARES ranks #13 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund	19,260	$784,267
2	DLY	DoubleLine Yield Opportunities Fund	40,142	$564,797
3	BST	BlackRock Science & Technology Trust	9,508	$482,150
4	JPC	Nuveen Preferred & Income Opportunities Fund	55,269	$435,519
5	DSL	DoubleLine Income Solutions Fund	36,030	$398,491
6	UTF	Cohen & Steers Infrastructure Fund Inc	14,260	$393,433
7	BGB	Blackstone Strategic Credit 2027 Term Fund	27,575	$311,597
8	PFN	PIMCO Income Strategy Fund II	41,300	$294,469

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,975	2,111	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$227,909	2,089	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$334,250	2,068	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$328,893	2,057	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$354,194	2,045	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$298,351	2,035	+4.2%	Shares	Sole	2025-05-08
2024-12-31	$345,739	1,953	+34.0%	Shares	Sole	2025-02-12
2024-09-30	$227,058	1,457	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.