Summit Financial, LLC

Position in SPOT — Spotify Technology S.A.

CIK 1765536 PARSIPPANY, NJ

Position in SPOT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,452,672

-$75,163 QoQ

Shares Held

5,342

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#507

of 1,243 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Summit Financial, LLC holds $117,443,292 across 6 Internet Content & Information names. SPOT ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	187,108	$66,110,869
2	META	Meta Platforms, Inc.	84,356	$47,516,891
3	SPOT	Spotify Technology S.A. This page	5,342	$2,452,672
4	NBIS	Nebius Group N.V.	3,226	$890,924
5	MTCH	Match Group, Inc.	12,094	$460,176
6	UPXI	Upexi, Inc.	15,000	$11,760

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,452,672	5,342	+2.5%	Shares	Sole	2026-08-12
2026-03-31	$2,527,835	5,213	+25.6%	Shares	Sole	2026-05-15
2025-12-31	$2,409,946	4,150	+0.9%	Shares	Sole	2026-02-13
2025-09-30	$2,869,478	4,111	+1.5%	Shares	Sole	2025-11-14
2025-06-30	$3,109,261	4,052	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$2,224,321	4,044	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$1,829,784	4,090	-3.4%	Shares	Sole	2025-02-12
2024-09-30	$1,560,724	4,235	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$1,267,397	4,039	+10.2%	Shares	Sole	2024-07-31
2024-03-31	$966,929	3,664	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$687,374	3,658	+33.3%	Shares	Sole	2024-02-06
2023-09-30	$424,486	2,745	+31.3%	Shares	Sole	2023-11-07
2023-06-30	$335,549	2,090	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.