WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in BST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $372,035 | 9,177 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $362,024 | 8,753 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $327,918 | 8,591 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $277,577 | 8,414 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $301,254 | 8,240 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $286,142 | 8,074 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $297,626 | 7,903 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $285,797 | 7,741 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $255,311 | 7,585 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $232,842 | 7,413 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $276,277 | 8,022 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $254,127 | 7,858 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $218,278 | 7,694 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $221,055 | 7,524 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $239,613 | 7,375 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $607,986 | 14,051 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $588,996 | 11,787 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $600,205 | 11,507 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $681,113 | 11,430 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $607,342 | 11,361 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $594,937 | 11,296 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $477,590 | 11,227 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $326,317 | 8,734 | Shares | Sole | 2020-08-18 |
| 2020-03-31 | $245,339 | 8,654 | Shares | Sole | 2020-05-15 |