WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in NPFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $223,926 | 11,767 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $234,869 | 11,767 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $226,867 | 11,767 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $220,866 | 11,767 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $214,512 | 11,767 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $222,866 | 11,767 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $216,277 | 11,767 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $210,746 | 11,767 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $191,213 | 11,767 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $184,388 | 11,767 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $182,153 | 11,767 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $186,389 | 11,767 | Shares | Sole | 2023-05-12 |