Institute for Wealth Management, LLC.
Position in SPOT — Spotify Technology S.A.
CIK 1533954
DENVER, CO
Position in SPOT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$157,940
-$62,628 QoQ
Shares Held
344
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,005
of 1,241 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPOT Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $34,602,470 across 9 Internet Content & Information names. SPOT ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
55,480 | $19,826,887 | |
| 2 | META |
Meta Platforms, Inc.
|
25,278 | $14,238,844 | |
| 3 | RDDT |
Reddit, Inc.
|
1,098 | $190,590 | |
| 4 | SPOT |
Spotify Technology S.A.
This page
|
344 | $157,940 | |
| 5 | PINS |
Pinterest, Inc.
|
4,106 | $86,349 | |
| 6 | BIDU |
Baidu, Inc.
|
386 | $44,115 | |
| 7 | MTCH |
Match Group, Inc.
|
929 | $35,348 | |
| 8 | NBIS |
Nebius Group N.V.
|
74 | $20,436 |
All Filings in SPOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,940 | 344 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $220,568 | 316 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $244,781 | 319 | Shares | Sole | 2025-07-18 | |
| 2022-03-31 | $216,109 | 1,431 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $244,043 | 1,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,527 | 978 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||