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Dave shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Dave (DAVE) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Dave

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All positions including Dave held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 1.1k 199.35

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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