Position in NFLX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,058,390
-$1,142,731 QoQ
Shares Held
28,829
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,322
of 3,338 holders
Holding Since
Jun 2023
5 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, 2026CM WEALTH ADVISORS LLC holds $2,510,798 across 3 Entertainment names. NFLX ranks #1 (82.0% of the industry book) .
All Filings in NFLX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,390 | 28,829 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,201,121 | 33,293 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,077,958 | 11,497 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $1,022,136 | 1,683 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $741,344 | 1,683 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||