WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter change: USA Preferred Shares, Unchanged
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was BANK OF AMER CORP (+$10,700); the largest decrease was BANK OF AMER CORP (+$10,700).
- BANK OF AMER CORP: Country of operation United States; Class 7.25%CNV PFD L; Shares 2026-03-31 170; Shares 2026-06-30 170.
Two Form 13F-HR filings compared (SEC CIK 1812177): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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