Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-25-076763
Filing Date
2025-08-12
Accepted
2025-08-12 14:43:11
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2198
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 66106
  Complete submission text file 0001104659-25-076763.txt   69539
Mailing Address 560 GREEN BAY RD SUITE 301 WINNETKA IL 60093
Business Address 560 GREEN BAY RD SUITE 301 WINNETKA IL 60093 971-371-3450
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (Filer) CIK: 0001812177 (see all company filings)

EIN.: 832404110 | State of Incorp.: IL | Fiscal Year End: 1231