Position in SPOT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$20,201
-$6,953 QoQ
Shares Held
44
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 270 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,835,946 across 32 Internet Content & Information names. SPOT ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
3,665 | $1,309,761 | |
| 2 | META |
Meta Platforms, Inc.
|
407 | $229,259 | |
| 3 | MTCH |
Match Group, Inc.
|
4,167 | $158,554 | |
| 4 | PINS |
Pinterest, Inc.
|
1,117 | $23,490 | |
| 5 | SPOT |
Spotify Technology S.A.
This page
|
44 | $20,201 | |
| 6 | PPLI |
People Inc
|
341 | $15,740 | |
| 7 | NBIS |
Nebius Group N.V.
|
38 | $10,494 | |
| 8 | SNAP |
Snap Inc
|
2,171 | $9,639 |
All Filings in SPOT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,201 | 44 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $27,154 | 56 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,679 | 27 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,826 | 37 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,020 | 30 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,850 | 27 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,368 | 12 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,790 | 13 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,255 | 4 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $791 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $375 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $154 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $160 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,405 | 18 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||