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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

SPOT holding history

Spotify Technology S.A. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPOT overviewAll 13F holders of SPOTFull Q2 2026 holdings

Shares (Q2 2026)
486
Value
$223.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of SPOT by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026486$223.1K<0.1%−70−12.6%ReducedHolders
Q1 2026556$269.6K0.1%−197−26.2%ReducedHolders
Q4 2025753$437.3K0.1%00.0%UnchangedHolders
Q3 2025753$525.6K0.1%00.0%UnchangedHolders
Q2 2025753$577.8K0.1%00.0%UnchangedHolders
Q1 2025753$414.2K0.1%00.0%UnchangedHolders
Q4 2024753$336.9K<0.1%+34+4.7%AddedHolders
Q3 2024719$265.0K<0.1%−181−20.1%ReducedHolders
Q2 2024900$282.4K<0.1%−18−2.0%ReducedHolders
Q1 2024918$242.3K<0.1%+918NewHolders
Q3 20230$00.0%−1,183−100.0%Sold outHolders
Q2 20231,183$189.9K<0.1%−168−12.4%ReducedHolders
Q1 20231,351$180.5K<0.1%−1,007−42.7%ReducedHolders
Q4 20222,358$297.3K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202227,749$2.82M0.2%+13,710+97.7%AddedHolders
Q4 202114,039$2.75M0.2%+430+3.2%AddedHolders
Q3 202113,609$3.25M0.2%+1,109+8.9%AddedHolders
Q2 202112,500$2.67M0.2%+3,542+39.5%AddedHolders
Q1 20218,958$2.15M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.