WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: EHC 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 EHC, newest first. How the timeline and the estimate are built.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 4,195 EHC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,195 sharesChange vs previous 13F +1 shares
0.11% of the 13F portfolio, value $423,997.
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 4,194 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $405,712.
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 4,194 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $445,136.
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 4,194 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $532,660.
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 4,193 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $514,212.
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 4,193 sharesChange vs previous 13F +1 shares
0.15% of the 13F portfolio, value $424,650.
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 4,192 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $387,171.
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 4,192 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $405,119.
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).