Walled Lake Planning & Wealth Management »

Dave shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Dave (DAVE) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Dave

Tip: Access up to 7 years of quarterly data

All positions including Dave held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dave by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $319k 856 372.59
2025-06-30 $230k 856 268.41

More positions owned by Walled Lake Planning & Wealth Management

Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Doubleline Etf Trust Shil Cap U S Etf (CAPE)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Ishares Tr Msci Usa Min Etf (USMV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Wisdomtree Tr Us Multifactor (USMF)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Altria (MO)
Novartis Sponsored Adr (NVS)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Dave

BlackRock
Hood River Capital Management
Jane Street
Divisadero Street Capital Management
FMR
Vanguard Capital Management
Susquehanna International
Renaissance Technologies
Geode Capital Management
Driehaus Capital Management
Citadel Advisors
Invesco
UBS Group
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Dave