Smallwood Wealth Investment Management, LLC
Position in SPOT — Spotify Technology S.A.
CIK 1921304
RED BANK, NJ
Position in SPOT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,295
-$129 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,200
of 1,241 holders
Holding Since
Mar 2025
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, 2026Smallwood Wealth Investment Management, LLC holds $594,399 across 4 Internet Content & Information names. SPOT ranks #3 (0.4% of the industry book) .
All Filings in SPOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295 | 5 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,424 | 5 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,484 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,188 | 6 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,604 | 6 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $3,300 | 6 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||