WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $224,703 | 19,075 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $232,142 | 19,075 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $231,189 | 19,075 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $230,426 | 19,075 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $233,287 | 19,075 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $235,004 | 19,075 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $226,801 | 19,075 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $226,992 | 19,075 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $215,929 | 19,075 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $209,634 | 19,075 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $208,489 | 19,075 | Shares | Sole | 2023-08-11 |