WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in BST — BlackRock Science & Technology Trust
CIK 1812177
HIGHLAND PARK, IL
Position in BST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$482,150
+$142,060 QoQ
Shares Held
9,508
+1.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#68
of 134 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,082,140 across 20 Asset Management names. BST ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
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 |
All Filings in BST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,150 | 9,508 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $340,090 | 9,356 | Shares | Sole | 2026-04-30 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||