Position in NFLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,685,096
-$595,405 QoQ
Shares Held
51,612
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,046
of 3,338 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NFLX Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. NFLX ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
44,993 | $4,330,576 | |
| 2 | NFLX |
Netflix Inc
This page
|
51,612 | $3,685,096 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
3,656 | $1,469,127 | |
| 4 | SPHR |
Sphere Entertainment Co.
|
4,003 | $692,639 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
2,203 | $403,391 | |
| 6 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,931 | $398,868 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,266 | $273,691 | |
| 8 | PSKY |
Paramount Skydance Corp
|
21,489 | $211,881 |
All Filings in NFLX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,685,096 | 51,612 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,280,501 | 44,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,882,507 | 41,409 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,975,518 | 4,150 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,600,241 | 4,182 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,994,958 | 4,284 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,812,175 | 4,277 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,036,384 | 4,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,893,885 | 4,288 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,569,005 | 4,230 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,043,922 | 4,198 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,585,164 | 4,198 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,814,818 | 4,120 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,482,454 | 4,291 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,273,586 | 4,319 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,028,872 | 4,370 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $750,716 | 4,293 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,595,753 | 4,260 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,385,059 | 3,959 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,415,725 | 3,958 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,090,655 | 3,958 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,054,297 | 3,938 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,129,935 | 3,939 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,960,117 | 3,920 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,784,666 | 3,922 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,265,059 | 3,369 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||