WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: GOOG 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 GOOG, newest first. How the timeline and the estimate are built.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 4,059 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,059 sharesChange vs previous 13F +49 shares
0.36% of the 13F portfolio, value $1,434,047.
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 4,010 sharesChange vs previous 13F -82 shares
0.34% of the 13F portfolio, value $1,150,205.
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 4,092 sharesChange vs previous 13F +139 shares
0.41% of the 13F portfolio, value $1,284,225.
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 3,953 sharesChange vs previous 13F -209 shares
0.32% of the 13F portfolio, value $962,844.
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 4,162 sharesChange vs previous 13F -1,171 shares
0.24% of the 13F portfolio, value $738,306.
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 5,333 sharesChange vs previous 13F -53 shares
0.3% of the 13F portfolio, value $833,203.
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 5,386 sharesChange vs previous 13F -350 shares
0.38% of the 13F portfolio, value $1,025,698.
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 5,736 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $958,954.
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).