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Disclosery

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: IWR 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 IWR, newest first. How the timeline and the estimate are built.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 7,212 IWR 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 7,212 shares
    Change vs previous 13F +316 shares

    0.2% of the 13F portfolio, value $795,664.

    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 6,896 shares
    Change vs previous 13F -855 shares

    0.2% of the 13F portfolio, value $670,517.

    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 7,751 shares
    Change vs previous 13F +119 shares

    0.24% of the 13F portfolio, value $746,235.

    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 7,632 shares
    Change vs previous 13F +339 shares

    0.24% of the 13F portfolio, value $736,894.

    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 7,293 shares
    Change vs previous 13F -1,386 shares

    0.22% of the 13F portfolio, value $670,700.

    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 8,679 shares
    Change vs previous 13F +202 shares

    0.26% of the 13F portfolio, value $738,289.

    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 8,477 shares
    Change vs previous 13F +621 shares

    0.28% of the 13F portfolio, value $749,334.

    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 7,856 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $692,418.

    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).