WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $448,231 | 55,269 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $453,205 | 55,269 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $443,257 | 55,269 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $439,941 | 55,269 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $434,414 | 55,269 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $446,020 | 55,269 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $412,859 | 55,269 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $397,384 | 55,269 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $329,340 | 48,719 | Shares | Sole | 2024-02-13 |
| 2020-12-31 | $1,235 | 130 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $2,147 | 253 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $2,041 | 248 | Shares | Sole | 2020-08-18 |
| 2020-03-31 | $1,783 | 243 | Shares | Sole | 2020-05-15 |