Position in SPOT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,741,924
+$2,696,554 QoQ
Shares Held
5,972
+9087.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#489
of 1,237 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPOT Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $29,965,166 across 7 Internet Content & Information names. SPOT ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
56,427 | $20,165,316 | |
| 2 | META |
Meta Platforms, Inc.
|
12,073 | $6,800,600 | |
| 3 | SPOT |
Spotify Technology S.A.
This page
|
5,972 | $2,741,924 | |
| 4 | NBIS |
Nebius Group N.V.
|
684 | $188,900 | |
| 5 | RDDT |
Reddit, Inc.
|
378 | $65,613 | |
| 6 | ZG |
Zillow Group, Inc.
|
65 | $2,039 | |
| 7 | DJT |
Trump Media & Technology Group Corp.
|
100 | $774 |
All Filings in SPOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,741,924 | 5,972 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $45,370 | 65 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $76,734 | 100 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $12,079 | 27 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,950 | 27 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $38,909 | 124 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $32,723 | 124 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $23,300 | 124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,175 | 124 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,908 | 124 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $17,905 | 134 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,579 | 134 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $11,564 | 134 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $12,573 | 134 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $20,236 | 134 | Shares | Sole | 2022-04-07 | |
| 2021-09-30 | $11,267 | 50 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $13,779 | 50 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $13,397 | 50 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,733 | 50 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||