KERR FINANCIAL PLANNING Corp SPOT SPOTIFY TECHNOLOGY S A F

Ownership history in KERR FINANCIAL PLANNING Corp  ·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported SPOTIFY TECHNOLOGY S A F (SPOT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows SPOT at 0.02% 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 KERR FINANCIAL PLANNING Corp's position in SPOTIFY TECHNOLOGY S A F, 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 Q2

SPOT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 KERR FINANCIAL PLANNING Corp held SPOT — position size vs. price
% of Fund (quarterly)    SPOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 40 0% 0.02% $18K 2026-07-02 $485.97
2026 Q1 UNCHANGED 40 0% 0.02% $17K 2026-04-29 $443.57
2025 Q4 UNCHANGED 40 0% 0.02% $16K 2026-02-10 $476.02
2025 Q3 INITIATED 40 0.04% $26K 2025-11-25 $585.47

FAQ About KERR FINANCIAL PLANNING Corp and SPOT

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

How long has KERR FINANCIAL PLANNING Corp reported owning SPOT?

KERR FINANCIAL PLANNING Corp reported SPOT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPOT position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for SPOT was 0.04% in 2025 Q3.

What is the latest reported SPOT position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 40 shares, equal to 0.02% of portfolio, with an estimated market value of $18K.

What does the chart on this SPOT ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp'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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