WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Winnetka, IL
CIK
0001812177
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 100 205,538 13F-HR 8/11/2023 000110465923090386 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2023 87 190,956 13F-HR 5/12/2023 000110465923059635 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q4 2022 53 146,769 13F-HR 2/13/2023 000110465923020039 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q3 2022 77 143,123 13F-HR 11/1/2022 000160658722002064 Walled Lake Planning & Wealth Management, LLC
Q2 2022 76 145,138 13F-HR 8/9/2022 000160658722001671 Walled Lake Planning & Wealth Management, LLC
Q1 2022 90 168,055 13F-HR 5/13/2022 000160658722001137 Walled Lake Planning & Wealth Management, LLC
Q4 2021 97 172,487 13F-HR 2/10/2022 000160658722000467 Walled Lake Planning & Wealth Management, LLC
Q3 2021 335 162,232 13F-HR 11/15/2021 000110465921138990 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q2 2021 318 153,733 13F-HR 8/16/2021 000110465921106083 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2021 316 144,212 13F-HR 5/17/2021 000110465921067592 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q4 2020 352 131,643 13F-HR 2/19/2021 000110465921025519 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q3 2020 362 123,321 13F-HR 11/13/2020 000110465920125010 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q2 2020 358 119,465 13F-HR 8/18/2020 000181217720000004 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2020 366 109,387 13F-HR 5/15/2020 000181217720000003 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q4 2019 279 138,608 13F-HR 5/15/2020 000181217720000002 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC