Smallwood Wealth Investment Management, LLC

Position in NFLX — Netflix Inc

CIK 1921304 RED BANK, NJ

Position in NFLX

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

Position Value

$531,216

-$190,870 QoQ

Shares Held

7,440

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#2,244

of 3,338 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $1,108,103 across 6 Entertainment names. NFLX ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc This page	7,440	$531,216
2	DIS	Walt Disney Co	5,309	$510,991
3	WBD	Warner Bros. Discovery, Inc.	1,967	$52,440
4	VSNT	Versant Media Group, Inc.	301	$10,839
5	ROKU	Roku, Inc	11	$1,519
6	LYV	Live Nation Entertainment, Inc.	6	$1,098

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,216	7,440	-0.9%	Shares	Sole	2026-07-23
2026-03-31	$722,086	7,510	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$713,513	7,610	+829.2%	Shares	Sole	2026-01-23
2025-09-30	$981,915	819	+4.6%	Shares	Sole	2025-10-17
2025-06-30	$1,048,538	783	+1.7%	Shares	Sole	2025-10-03
2025-03-31	$718,048	770	-0.6%	Shares	Sole	2025-04-25
2024-12-31	$690,773	775	0.0%	Shares	Sole	2025-01-17
2024-09-30	$549,684	775	+2.6%	Shares	Sole	2024-10-16
2024-06-30	$509,534	755	0.0%	Shares	Sole	2024-07-26
2024-03-31	$458,534	755	0.0%	Shares	Sole	2024-04-25
2023-12-31	$367,594	755	0.0%	Shares	Sole	2024-01-23
2023-09-30	$285,088	755	-3.0%	Shares	Sole	2023-10-31
2023-06-30	$342,701	778	+0.3%	Shares	Sole	2023-07-17
2023-03-31	$268,092	776	-4.6%	Shares	Sole	2023-04-25
2022-12-31	$239,737	813	-21.4%	Shares	Sole	2023-02-14
2022-09-30	$243,444	1,034	+35.0%	Shares	Sole	2022-11-14
2022-03-31	$286,935	766	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$459,059	762	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.