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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: ARES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC on ARES, newest first. How the timeline and the estimate are built.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 2,111 ARES shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,111 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $234,928.

    13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,089 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $227,930.

    13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,068 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $334,258.

    13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,057 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $328,841.

    13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,045 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $354,241.

    13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,035 shares
    Change vs previous 13F +82 shares

    0.11% of the 13F portfolio, value $298,292.

    13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,953 shares
    Change vs previous 13F +496 shares

    0.13% of the 13F portfolio, value $345,722.

    13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,457 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $227,119.

    13F-HR 0001104659-24-118610 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).