WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in DSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $637,025 | 56,524 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $582,624 | 47,445 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $481,423 | 39,332 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $493,971 | 39,173 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $494,704 | 39,356 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $508,828 | 39,201 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $488,956 | 39,054 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $322,643 | 25,405 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $310,957 | 25,405 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $194,786 | 16,620 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $197,944 | 16,620 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $188,969 | 16,620 | Shares | Sole | 2023-05-12 |
| 2021-09-30 | $108,336 | 6,100 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $110,349 | 6,100 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $110,776 | 6,100 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $101,138 | 6,100 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $97,722 | 6,100 | Shares | Sole | 2020-11-13 |