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Disclosery

Caldwell Trust Co: NFLX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on NFLX, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 60,458 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,458 shares
    Change vs previous 13F -661 shares

    0.35% of the 13F portfolio, value $4,316,701.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,119 shares
    Change vs previous 13F +1,507 shares

    0.53% of the 13F portfolio, value $5,876,592.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,612 shares
    Change vs previous 13F +54,110 shares

    0.5% of the 13F portfolio, value $5,589,221.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,502 shares
    Change vs previous 13F +17 shares

    0.62% of the 13F portfolio, value $6,596,458.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,485 shares
    Change vs previous 13F +259 shares

    0.73% of the 13F portfolio, value $7,345,128.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,226 shares
    Change vs previous 13F +658 shares

    0.52% of the 13F portfolio, value $4,873,402.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,568 shares
    Change vs previous 13F +530 shares

    0.43% of the 13F portfolio, value $4,071,550.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,038 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,864,032.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).