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EP Wealth Advisors, LLC: NFLX position timeline

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

EP Wealth Advisors, LLC held 567,187 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 567,187 shares
    Change vs previous 13F +83,599 shares

    0.15% of the 13F portfolio, value $40,497,145.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 483,588 shares
    Change vs previous 13F +67,241 shares

    0.23% of the 13F portfolio, value $46,496,990.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 416,347 shares
    Change vs previous 13F +397,632 shares

    0.2% of the 13F portfolio, value $39,036,682.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 18,715 shares
    Change vs previous 13F +1,865 shares

    0.16% of the 13F portfolio, value $25,061,274.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,850 shares
    Change vs previous 13F -742 shares

    0.13% of the 13F portfolio, value $15,713,200.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,592 shares
    Change vs previous 13F +789 shares

    0.13% of the 13F portfolio, value $15,680,346.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,803 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,917,540.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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