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Dave shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Dave (DAVE) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Dave

Tip: Access up to 7 years of quarterly data

All positions including Dave held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 7.4k 221.41

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Dave

Hood River Capital Management
Divisadero Street Capital Management
BlackRock
Vanguard Group
Susquehanna International
Renaissance Technologies
Citadel Advisors
D. E. Shaw & Co
Geode Capital Management
Driehaus Capital Management
Whetstone Capital Advisors
American Century Companies
State Street Corporation
Jane Street
Dimensional Fund Advisors

View all funds holding Dave