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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → CET
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CET Position History
Central Securities Corporation • Financial Services
Quarters held
5
Latest value
$271K
Q3 2026
Peak value
$271K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q4 2025 | $247K |
| Q1 2026 | $242K |
| Q2 2026 | $256K |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 4.9K | — | — |
| Q2 2026 | $256K | 4.9K | — | — |
| Q1 2026 | $242K | 4.9K | — | — |
| Q4 2025 | $247K | 4.9K | — | — |
| Q3 2025 | $250K | 4.9K | — | — |