WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in HYT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $287,648 | 32,320 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $307,040 | 32,320 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $315,120 | 32,320 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $309,625 | 32,320 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $317,059 | 32,320 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $325,139 | 32,320 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $313,180 | 32,320 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $316,412 | 32,320 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $105,333 | 11,170 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $96,397 | 11,170 | Shares | Sole | 2023-11-14 |
| 2020-12-31 | $1,623 | 142 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $2,969 | 278 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $2,766 | 272 | Shares | Sole | 2020-08-18 |
| 2020-03-31 | $2,332 | 265 | Shares | Sole | 2020-05-15 |