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Dave shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management investment in Dave

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

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Quarterly reported holdings in Dave by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $830k 4.2k 199.35

More positions owned by Moran Wealth Management

Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Parker-Hannifin Corporation (PH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Trane Technologies SHS (TT)
Cadence Design Systems (CDNS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Garmin SHS (GRMN)
Howmet Aerospace (HWM)
Williams-Sonoma (WSM)
Ameriprise Financial (AMP)
Progressive Corporation (PGR)
NetApp (NTAP)
Linde SHS (LIN)

View all positions for Moran Wealth Management

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