WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in DLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $583,664 | 40,142 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $605,341 | 40,142 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $625,813 | 40,142 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $646,286 | 40,142 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $635,447 | 40,142 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $665,955 | 40,142 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $535,604 | 33,942 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $541,035 | 33,942 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $359,437 | 24,172 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $252,428 | 17,137 | Shares | Sole | 2023-11-14 |