SPOT — Spotify Technology S.A.

Ownership history in MOUNT VERNON ASSOCIATES INC /MD/  ·  28 quarters on record

AI Ownership Summary

MOUNT VERNON ASSOCIATES INC /MD/ reported Spotify Technology S.A. (SPOT) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.04% in 2025 Q2. The latest visible filing shows SPOT at 2.79% 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 MOUNT VERNON ASSOCIATES INC /MD/'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 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.04% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

SPOT stock page MOUNT VERNON ASSOCIATES INC /MD/ fund profile MOUNT VERNON ASSOCIATES INC /MD/ full holdings
How MOUNT VERNON ASSOCIATES INC /MD/ 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,140 +20 +0.3% 2.79% $4.1M 2026-02-14 (Est.) $458.34
2025 Q3 REDUCED 7,120 -165 -2.3% 3.47% $5.0M 2025-10-24 $645.78
2025 Q2 UNCHANGED 7,285 — 0% 4.04% $5.6M 2025-07-22 $675.74
2025 Q1 ADDED 7,285 +50 +0.7% 3.27% $4.0M 2025-04-23 $592.70
2024 Q4 REDUCED 7,235 -100 -1.4% 2.52% $3.2M 2025-01-14 $463.59
2024 Q3 ADDED 7,335 +205 +2.9% 2.14% $2.7M 2024-10-15 $372.60
2024 Q2 REDUCED 7,130 -130 -1.8% 1.98% $2.2M 2024-07-19 $295.09
2024 Q1 UNCHANGED 7,260 — 0% 1.63% $1.9M 2024-04-22 $272.24
2023 Q4 REDUCED 7,260 -60 -0.8% 1.34% $1.4M 2024-01-26 $214.29
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPOT

As of 2026 Q1 — sorted by position size

Trivium Point Advisory, LLC 3Y 7Y 8.67% AMI ASSET MANAGEMENT CORP 3Y 7Y 2.64% David J Yvars Group 3Y 1.92% Daytona Street Capital LLC 1.63% Rockingstone Advisors LLC 1.41% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 1.37% Tower View Wealth Management LLC 3Y 7Y 1.22% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 1.08% Annex Advisory Services, LLC 3Y 7Y 1.05% Verde Capital Management 3Y 0.97%

FAQ About MOUNT VERNON ASSOCIATES INC /MD/ and SPOT

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

How long has MOUNT VERNON ASSOCIATES INC /MD/ reported owning SPOT?

MOUNT VERNON ASSOCIATES INC /MD/ reported SPOT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPOT position in MOUNT VERNON ASSOCIATES INC /MD/'s portfolio?

The largest reported portfolio weight for SPOT was 4.04% in 2025 Q2.

What is the latest reported SPOT position on this page?

The most recent filing on this page is 2025 Q4, when MOUNT VERNON ASSOCIATES INC /MD/ reported 7,140 shares, equal to 2.79% of portfolio, with an estimated market value of $4.1M.

What does the chart on this SPOT ownership page compare?

The chart compares MOUNT VERNON ASSOCIATES INC /MD/'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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