LEAVELL INVESTMENT MANAGEMENT, INC. DAVE — Dave Inc Class A

Ownership history in LEAVELL INVESTMENT MANAGEMENT, INC.  ·  7 quarters on record

AI Ownership Summary

LEAVELL INVESTMENT MANAGEMENT, INC. reported Dave Inc Class A (DAVE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows DAVE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEAVELL INVESTMENT MANAGEMENT, INC.'s position in Dave Inc Class A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DAVE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DAVE stock page LEAVELL INVESTMENT MANAGEMENT, INC. fund profile LEAVELL INVESTMENT MANAGEMENT, INC. full holdings
How LEAVELL INVESTMENT MANAGEMENT, INC. held DAVE — position size vs. price
% of Fund (quarterly)    DAVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,550 -700 -16.5% 0.05% $1.3M 2026-07-21 $438.90
2026 Q1 REDUCED 5.8% +113.5% ❌ 4,250 -260 -5.8% 0.03% $740K 2026-05-12 $242.25
2025 Q4 UNCHANGED — — — 4,510 — 0% 0.04% $999K 2026-02-09 $185.23
2025 Q3 UNCHANGED — — — 4,510 — 0% 0.04% $899K 2025-10-28 $250.99
2025 Q2 ADDED — — — 4,510 +200 +4.6% 0.05% $1.2M 2025-07-31 $235.80
2025 Q1 ADDED — — — 4,310 +1,750 +68.4% 0.02% $356K 2025-04-30 $94.82
2024 Q4 INITIATED — — — 2,560 — — 0.01% $223K 2025-01-29 $95.69

🏢 Other funds also holding DAVE

As of 2026 Q2 — sorted by position size

PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.41% Yorktown Management & Research Co Inc 3Y 7Y 0.4% Braeburn Wealth Management LLC 0.4% FNY Investment Advisers, LLC 3Y 7Y 0.27% Harbour Capital Advisors, LLC 3Y 7Y 0.22% SIERRA SUMMIT ADVISORS LLC 0.2% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.2% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.13% Net Worth Advisory Group 0.09% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 0.08%

FAQ About LEAVELL INVESTMENT MANAGEMENT, INC. and DAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEAVELL INVESTMENT MANAGEMENT, INC. reported owning DAVE?

LEAVELL INVESTMENT MANAGEMENT, INC. reported DAVE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DAVE position in LEAVELL INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for DAVE was 0.05% in 2025 Q2.

What is the latest reported DAVE position on this page?

The most recent filing on this page is 2026 Q2, when LEAVELL INVESTMENT MANAGEMENT, INC. reported 3,550 shares, equal to 0.05% of portfolio, with an estimated market value of $1.3M.

What does the chart on this DAVE ownership page compare?

The chart compares LEAVELL INVESTMENT MANAGEMENT, INC.'s quarterly DAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEAVELL INVESTMENT MANAGEMENT, INC. time their DAVE position?

Based on 13F filing dates vs. subsequent DAVE price moves, LEAVELL INVESTMENT MANAGEMENT, INC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DAVE relative to SPY over the holding period was +139.8%.

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