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Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

DAVE holding history

Dave Inc. in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DAVE overviewAll 13F holders of DAVEFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2025
Holdings of DAVE by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,708−100.0%Sold outHolders
Q1 20252,708$223.8K0.2%+2,708NewHolders