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Falcon Wealth Planning: NFLX position timeline

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

Falcon Wealth Planning held 7,358 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,358 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $525,347.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 7,422 shares
    Change vs previous 13F +698 shares

    0.05% of the 13F portfolio, value $713,616.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 6,724 shares
    Change vs previous 13F +5,954 shares

    0.05% of the 13F portfolio, value $630,423.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 770 shares
    Change vs previous 13F +33 shares

    0.08% of the 13F portfolio, value $923,278.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 737 shares
    Change vs previous 13F +89 shares

    0.1% of the 13F portfolio, value $987,061.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 648 shares
    Change vs previous 13F +129 shares

    0.07% of the 13F portfolio, value $604,365.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 519 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $462,677.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 634 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $449,742.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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