Dave shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Dave (DAVEW) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Dave
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Quarterly reported holdings in Dave by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 45k | 1.09 |
| 2025-06-30 | $119k | 66k | 1.81 |
| 2025-03-31 | $12k | 66k | 0.19 |
| 2024-12-31 | $11k | 66k | 0.16 |
| 2024-09-30 | $3.3k | 66k | 0.05 |
| 2024-06-30 | $2.2k | 66k | 0.03 |
| 2024-03-31 | $3.6k | 66k | 0.05 |
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