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Wealthspire Advisors (New York)’s Dave Inc DAVE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$199 – 1472
2025
Q3 		$199 Buy
+1
New +$216 ﹤0.01% 2939

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DSCM
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DCM
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Wealthspire Advisors (New York)'s DAVE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dave Inc (DAVE) in Q4 2025, closing a stake of 1 share — an estimated $199 sold.

Wealthspire Advisors (New York) first reported a position in DAVE in Q3 2025 and held it in 1 quarter. The position peaked at $199 in Q3 2025. 291 funds tracked by Wall St. Rank hold DAVE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dave Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Dave Inc share in Q4 2025, an estimated $199.
  • Wealthspire Advisors (New York) first reported a position in Dave Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dave Inc position peaked at $199 in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Dave Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.