WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
0001812177
City
WINNETKA
State / Country
IL
Holdings in NRO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $99,408 | 32,700 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $105,621 | 32,700 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $105,294 | 32,700 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $107,910 | 32,700 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $110,767 | 32,700 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $128,242 | 32,700 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $105,150 | 32,700 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $104,214 | 32,700 | Shares | Sole | 2024-05-14 |