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DAVE icon

Walled Lake Planning & Wealth Management’s Dave Inc DAVE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
+856
New +$223K 0.08% 107
2025
Q3 		– Sell
-856
Closed -$230K – 145
2025
Q2 		$230K Buy
+856
New +$135K 0.08% 124

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DAVE Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Dave Inc (DAVE) in Q2 2026: 856 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #107 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in DAVE as recently as Q2 2025.

Walled Lake Planning & Wealth Management first reported a position in DAVE in Q2 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 856 shares of Dave Inc worth $319K as of Q2 2026.
  • Dave Inc was a new Walled Lake Planning & Wealth Management position in Q2 2026.
  • Dave Inc made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Dave Inc in Q2 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.