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

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 6,003 MA 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 6,003 shares
    Change vs previous 13F +6 shares

    0.78% of the 13F portfolio, value $3,083,302.

    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 5,997 shares
    Change vs previous 13F +7 shares

    0.88% of the 13F portfolio, value $2,996,216.

    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 5,990 shares
    Change vs previous 13F +71 shares

    1.08% of the 13F portfolio, value $3,419,734.

    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 5,919 shares
    Change vs previous 13F -3 shares

    1.11% of the 13F portfolio, value $3,367,007.

    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 5,922 shares
    Change vs previous 13F +2 shares

    1.09% of the 13F portfolio, value $3,327,767.

    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 5,920 shares
    Change vs previous 13F +5 shares

    1.15% of the 13F portfolio, value $3,244,781.

    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 5,915 shares
    Change vs previous 13F -22 shares

    1.16% of the 13F portfolio, value $3,114,510.

    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 5,937 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,931,598.

    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).