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Dave shares owned by CWM Advisors

Quarter-by-quarter ownership of Dave (DAVE) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Dave

Tip: Access up to 7 years of quarterly data

All positions including Dave held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $732k 8.9k 82.66
2024-12-31 $823k 9.5k 86.92

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
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Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
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Welltower Inc Com reit (WELL)
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Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

Top funds holding Dave

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

View all funds holding Dave