WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,650 | 10,950 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $236,958 | 10,950 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $224,803 | 10,950 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $221,628 | 10,950 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $218,343 | 10,950 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $235,425 | 10,950 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $210,240 | 10,950 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $209,911 | 10,950 | Shares | Sole | 2024-05-14 |
| 2023-09-30 | $241,068 | 14,375 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $250,412 | 14,375 | Shares | Sole | 2023-08-11 |
| 2021-09-30 | $110,880 | 3,850 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $112,728 | 3,850 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $115,962 | 3,850 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $111,881 | 3,850 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $105,105 | 3,850 | Shares | Sole | 2020-11-13 |