Rli shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Rli (RLI) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Rli
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Quarterly reported holdings in Rli by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 6.0k | 65.22 |
| 2025-06-30 | $433k | 6.0k | 72.22 |
| 2025-03-31 | $482k | 6.0k | 80.32 |
| 2024-12-31 | $495k | 3.0k | 164.82 |
| 2024-09-30 | $465k | 3.0k | 154.97 |
| 2024-06-30 | $422k | 3.0k | 140.68 |
| 2024-03-31 | $446k | 3.0k | 148.46 |
| 2023-09-30 | $408k | 3.0k | 135.88 |
| 2023-06-30 | $410k | 3.0k | 136.46 |
| 2023-03-31 | $399k | 3.0k | 132.90 |
| 2022-09-30 | $307k | 3.0k | 102.30 |
| 2022-06-30 | $350k | 3.0k | 116.63 |
| 2022-03-31 | $332k | 3.0k | 110.63 |
| 2021-12-31 | $336k | 3.0k | 111.96 |
| 2021-09-30 | $301k | 3.0k | 100.30 |
| 2021-06-30 | $314k | 3.0k | 104.63 |
| 2021-03-31 | $335k | 3.0k | 111.63 |
| 2020-12-31 | $313k | 3.0k | 104.30 |
| 2020-09-30 | $251k | 3.0k | 83.64 |
| 2020-06-30 | $246k | 3.0k | 81.97 |
| 2020-03-31 | $264k | 3.0k | 87.97 |
| 2019-12-31 | $270k | 3.0k | 89.97 |
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