SPOT β€” SPOTIFY TECHNOLOGY S A

Ownership history in Financially Speaking Inc  Β·  5 quarters on record

AI Ownership Summary

Financially Speaking Inc reported SPOTIFY TECHNOLOGY S A (SPOT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows SPOT at 0.03% 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.

What this SPOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc'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
2026 Q1

SPOT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Financially Speaking Inc held SPOT β€” position size vs. price
% of Fund (quarterly)    SPOT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11 -5 -31.2% 0.03% $5K 2026-04-07 $483.18
2025 Q4 UNCHANGED 16 β€” 0% 0.01% $9K 2026-02-10 $476.02
2025 Q3 UNCHANGED 16 β€” 0% 0.01% $11K 2025-11-06 $618.20
2025 Q2 UNCHANGED 16 β€” 0% 0.01% $12K 2025-08-07 $686.74
2024 Q4 INITIATED 16 β€” β€” 0.00% $7K 2025-02-11 $623.15

FAQ About Financially Speaking Inc and SPOT

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

How long has Financially Speaking Inc reported owning SPOT?

Financially Speaking Inc reported SPOT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPOT position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for SPOT was 0.03% in 2026 Q1.

What is the latest reported SPOT position on this page?

The most recent filing on this page is 2026 Q1, when Financially Speaking Inc reported 11 shares, equal to 0.03% of portfolio, with an estimated market value of $5K.

What does the chart on this SPOT ownership page compare?

The chart compares Financially Speaking Inc'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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