Position in SPOT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$240,515
-$102,103 QoQ
Shares Held
496
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPOT Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $430,681,136 across 6 Internet Content & Information names. SPOT ranks #5 (0.1% of the industry book) .
All Filings in SPOT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,515 | 496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $342,618 | 590 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $646,100 | 842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $376,770 | 685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,640 | 786 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,198 | 858 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $214,946 | 685 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||