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Disclosery

Holistic Financial Partners: NFLX position timeline

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

Holistic Financial Partners held 3,132 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,132 shares
    Change vs previous 13F -13,399 shares

    0.14% of the 13F portfolio, value $223,625.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 16,531 shares
    Change vs previous 13F -2,327 shares

    0.59% of the 13F portfolio, value $1,589,456.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 18,858 shares
    Change vs previous 13F +16,924 shares

    0.64% of the 13F portfolio, value $1,768,127.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 1,934 shares
    Change vs previous 13F +52 shares

    0.95% of the 13F portfolio, value $2,318,712.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 1,882 shares
    Change vs previous 13F +14 shares

    1.1% of the 13F portfolio, value $2,520,243.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 1,868 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $1,741,967.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 1,867 shares
    Change vs previous 13F -10 shares

    0.83% of the 13F portfolio, value $1,664,095.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 1,877 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,331,300.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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