WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: CTSH 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 CTSH, newest first. How the timeline and the estimate are built.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 55,431 CTSH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 55,431 sharesChange vs previous 13F -1,512 shares
0.54% of the 13F portfolio, value $2,146,825.
13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,943 sharesChange vs previous 13F +1,193 shares
1.03% of the 13F portfolio, value $3,493,437.
13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,750 sharesChange vs previous 13F +239 shares
1.46% of the 13F portfolio, value $4,627,267.
13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,511 sharesChange vs previous 13F -2,203 shares
1.22% of the 13F portfolio, value $3,723,148.
13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,714 sharesChange vs previous 13F +189 shares
1.47% of the 13F portfolio, value $4,503,407.
13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,525 sharesChange vs previous 13F -461 shares
1.56% of the 13F portfolio, value $4,400,639.
13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,986 sharesChange vs previous 13F +864 shares
1.66% of the 13F portfolio, value $4,459,088.
13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,122 sharesChange vs previous 13F not available
1.66% of the 13F portfolio, value $4,408,713.
13F-HR 0001104659-24-118610 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).