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Circle Wealth Management, LLC: NFLX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circle Wealth Management, LLC on NFLX, newest first. How the timeline and the estimate are built.

Circle Wealth Management, LLC held 26,384 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,384 shares
    Change vs previous 13F -18,749 shares

    0.02% of the 13F portfolio, value $1,883,818.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
    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 45,133 shares
    Change vs previous 13F -2,807 shares

    0.06% of the 13F portfolio, value $4,339,538.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
    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 47,940 shares
    Change vs previous 13F +42,174 shares

    0.07% of the 13F portfolio, value $4,494,854.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
    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 5,766 shares
    Change vs previous 13F -270 shares

    0.13% of the 13F portfolio, value $6,912,973.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
    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 6,036 shares
    Change vs previous 13F -663 shares

    0.18% of the 13F portfolio, value $8,082,989.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
    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 6,699 shares
    Change vs previous 13F -115 shares

    0.14% of the 13F portfolio, value $6,247,018.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
    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 6,814 shares
    Change vs previous 13F -284 shares

    0.13% of the 13F portfolio, value $6,073,454.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
    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 7,098 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,034,399.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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