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Equibles

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in PDT — John Hancock Premium Dividend Fund

CIK 1812177 HIGHLAND PARK, IL
Back to PDT Full portfolio

Position in PDT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$171,729
-$1,990 QoQ
Shares Held
13,261
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#68
of 108 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PDT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,082,140 across 20 Asset Management names. PDT ranks #17 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UTG
Reaves Utility Income Fund
 19,260 $784,267
2 DLY
DoubleLine Yield Opportunities Fund
 40,142 $564,797
3 BST
BlackRock Science & Technology Trust
 9,508 $482,150
4 JPC
Nuveen Preferred & Income Opportunities Fund
 55,269 $435,519
5 DSL
DoubleLine Income Solutions Fund
 36,030 $398,491
6 UTF
Cohen & Steers Infrastructure Fund Inc
 14,260 $393,433
7 BGB
Blackstone Strategic Credit 2027 Term Fund
 27,575 $311,597
8 PFN
PIMCO Income Strategy Fund II
 41,300 $294,469

All Filings in PDT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $171,729 13,261
2026-03-31 $173,719 13,261
2025-12-31 $168,414 13,261
2025-09-30 $176,901 13,261
2025-06-30 $174,647 13,261
2024-09-30 $175,310 13,261
2024-06-30 $156,214 13,261
2024-03-31 $154,490 13,261