WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $208,500 | 27,800 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $211,002 | 27,800 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $205,442 | 27,800 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $209,612 | 27,800 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $207,110 | 27,800 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $211,836 | 27,800 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $199,326 | 27,800 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $206,642 | 27,700 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $200,271 | 27,700 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $182,543 | 27,700 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $198,996 | 27,600 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $98,229 | 13,700 | Shares | Sole | 2023-05-12 |