Position in NFLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,010,609
-$722,759 QoQ
Shares Held
56,171
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,016
of 3,338 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $5,189,816 across 5 Entertainment names. NFLX ranks #1 (77.3% of the industry book) .
All Filings in NFLX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,010,609 | 56,171 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,733,368 | 49,229 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,523,550 | 26,915 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,179,636 | 1,818 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,472,033 | 1,846 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,630,062 | 1,748 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,580,310 | 1,773 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,297,254 | 1,829 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,173,616 | 1,739 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,108,377 | 1,825 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $883,200 | 1,814 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $700,825 | 1,856 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $82,371 | 187 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $715,143 | 2,070 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $957,475 | 3,247 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $878,662 | 3,732 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $470,485 | 1,256 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||