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EMERALD ADVISERS, LLC: DAVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMERALD ADVISERS, LLC on DAVE, newest first. How the timeline and the estimate are built.

EMERALD ADVISERS, LLC held 64,942 DAVE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,942 shares
    Change vs previous 13F +45,468 shares

    0.28% of the 13F portfolio, value $24,196,739.

    13F-HR 0001104659-26-090959 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 26,993 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 19,894 shares
    • Emerald Investment Advisers, LLC: 18,055 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,474 shares
    Change vs previous 13F +16,996 shares

    0.11% of the 13F portfolio, value $3,390,229.

    13F-HR 0001104659-26-058459 filed by Emerald Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD MUTUAL FUND ADVISERS TRUST: 2,478 shares
    • Emerald Investment Advisers, LLC: 16,996 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,478 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $548,654.

    13F-HR 0001104659-26-011929 filed by EMERALD MUTUAL FUND ADVISERS TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $493,989.

    13F-HR 0001104659-25-104193 filed by EMERALD MUTUAL FUND ADVISERS TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).