WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $168,414 | 13,261 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $176,901 | 13,261 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $174,647 | 13,261 | Shares | Sole | 2025-08-12 |
| 2024-09-30 | $175,310 | 13,261 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $156,214 | 13,261 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $154,490 | 13,261 | Shares | Sole | 2024-05-14 |