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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → SA

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SA Position History

Seabridge Gold Inc. • Basic Materials

Quarters held
4
Latest value
$456K
Q3 2026
Peak value
$476K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$476K
Q1 2026$456K
Q2 2026$414K
Q3 2026$456K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$456K16.1K——
Q2 2026$414K16.1K——
Q1 2026$456K16.1K——
Q4 2025$476K16.1K——

Other funds holding SA

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JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
DSL

Doubleline Shiller CAPE US Equity

$27.3M
DSL

Doubleline Shiller CAPE US Equity

$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC SA Holdings: 13F Position History | Track13F