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

Walled Lake Planning & Wealth Management’s Portfolio DAVEW Stock Details DAVEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-36,837	Closed	-$11K	–	144
2026 Q1	$11K	Sell	36,837 -5,761	-14%	-$3.16K	﹤0.01%	136
2025 Q4	$38.5K	Sell	42,598 -2,000	-4%	-$2.04K	0.01%	136
2025 Q3	$48.4K	Sell	44,598 -21,000	-32%	-$29.1K	0.02%	141
2025 Q2	$119K	Hold	65,598	–	–	0.04%	138
2025 Q1	$12.3K	Hold	65,598	–	–	﹤0.01%	133
2024 Q4	$10.5K	Hold	65,598	–	–	﹤0.01%	131
2024 Q3	$3.28K	Hold	65,598	–	–	﹤0.01%	132
2024 Q2	$2.18K	Hold	65,598	–	–	﹤0.01%	124
2024 Q1	$3.6K	Hold	65,598	–	–	﹤0.01%	119
2023 Q4	$1K	Buy	+65,598	New	+$1.27K	﹤0.01%	106

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

Walled Lake Planning & Wealth Management sold out of Dave Inc Warrants (DAVEW) in Q2 2026, closing a stake of 36,837 shares — an estimated $11K sold.

Walled Lake Planning & Wealth Management first reported a position in DAVEW in Q4 2023 and held it in 10 quarters. The position peaked at $119K in Q2 2025. 0 funds tracked by Wall St. Rank hold DAVEW as of Q2 2026.

Walled Lake Planning & Wealth Management reported no remaining Dave Inc Warrants position as of Q2 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 36,837 Dave Inc Warrants shares in Q2 2026, an estimated $11K.
Walled Lake Planning & Wealth Management first reported a position in Dave Inc Warrants in Q4 2023 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's Dave Inc Warrants position peaked at $119K in Q2 2025.
0 funds tracked by Wall St. Rank held Dave Inc Warrants as of Q2 2026.

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