SPOT SPOTIFY TECHNOLOGY S A

Ownership history in David J Yvars Group  ·  12 quarters on record

AI Ownership Summary

David J Yvars Group reported SPOTIFY TECHNOLOGY S A (SPOT) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.81% in 2024 Q1. The latest visible filing shows SPOT at 2.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in SPOTIFY TECHNOLOGY S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPOT was reported at 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How David J Yvars Group held SPOT — position size vs. price
% of Fund (quarterly)    SPOT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,711 -258 -3.2% 2.38% $4.5M 2026-02-14 (Est.) $458.34
2025 Q3 REDUCED 7,969 -193 -2.4% 2.98% $5.6M 2025-10-27 $657.80
2025 Q2 REDUCED 8,162 -254 -3.0% 3.67% $6.3M 2025-07-09 $722.12
2025 Q1 REDUCED 8,416 -2,963 -26.0% 3.64% $4.6M 2025-04-17 $574.25
2024 Q4 REDUCED 11,379 -32 -0.3% 3.11% $5.1M 2025-01-14 $463.59
2024 Q3 REDUCED 11,411 -513 -4.3% 2.60% $4.2M 2024-10-31 $385.10
2024 Q2 REDUCED 11,924 -9,503 -44.4% 2.34% $3.7M 2024-07-23 $330.79
2024 Q1 ADDED 21,427 +164 +0.8% 3.81% $5.7M 2024-04-11 $303.57
2023 Q4 REDUCED 21,263 -130 -0.6% 3.21% $4.0M 2024-01-10 $196.79
2023 Q3 ADDED 21,393 +125 +0.6% 2.76% $3.3M 2023-10-16 $158.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and SPOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning SPOT?

David J Yvars Group reported SPOT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPOT position in David J Yvars Group's portfolio?

The largest reported portfolio weight for SPOT was 3.81% in 2024 Q1.

What is the latest reported SPOT position on this page?

The most recent filing on this page is 2025 Q4, when David J Yvars Group reported 7,711 shares, equal to 2.38% of portfolio, with an estimated market value of $4.5M.

What does the chart on this SPOT ownership page compare?

The chart compares David J Yvars Group's quarterly SPOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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