Holistic Financial Partners

Position in NFLX — Netflix Inc

CIK 1729304 INDIANAPOLIS, IN

Position in NFLX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$223,624

-$1,365,831 QoQ

Shares Held

3,132

-81.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,913

of 3,338 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Holistic Financial Partners holds $860,372 across 3 Entertainment names. NFLX ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WBD	Warner Bros. Discovery, Inc.	15,083	$402,112
2	SIRI	Sirius Xm Holdings Inc.	7,943	$234,636
3	NFLX	Netflix Inc This page	3,132	$223,624

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,624	3,132	-81.1%	Shares	Sole	2026-07-23
2026-03-31	$1,589,455	16,531	-12.3%	Shares	Sole	2026-05-05
2025-12-31	$1,768,126	18,858	+875.1%	Shares	Sole	2026-01-07
2025-09-30	$2,318,711	1,934	+2.8%	Shares	Sole	2025-11-07
2025-06-30	$2,520,242	1,882	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$1,741,966	1,868	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$1,664,094	1,867	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$1,331,299	1,877	+2.3%	Shares	Sole	2024-11-07
2024-06-30	$1,237,729	1,834	+3.7%	Shares	Sole	2024-07-30
2024-03-31	$1,073,759	1,768	+11.0%	Shares	Sole	2024-05-08
2023-12-31	$775,599	1,593	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$596,230	1,579	0.0%	Shares	Sole	2023-11-08
2023-06-30	$695,533	1,579	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$540,676	1,565	0.0%	Shares	Sole	2023-05-04
2022-12-31	$461,487	1,565	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$367,521	1,561	+1.0%	Shares	Sole	2022-11-09
2022-06-30	$270,349	1,546	+88.8%	Shares	Sole	2022-08-02
2022-03-31	$306,789	819	+86.1%	Shares	Sole	2022-05-13
2020-09-30	$220,013	440	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.