MONTAG & CALDWELL, LLC: NFLX position timeline

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

MONTAG & CALDWELL, LLC held 10,261 NFLX shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

period ended2025-06-30
13F 10,261 shares
Change vs previous 13F -1,245 shares
3.01% of the 13F portfolio, value $13,740,813.
13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,506 shares
Change vs previous 13F -3,377 shares
2.49% of the 13F portfolio, value $10,729,690.
13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,883 shares
Change vs previous 13F -3,542 shares
2.83% of the 13F portfolio, value $13,265,516.
13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 18,425 shares
Change vs previous 13F -901 shares
2.65% of the 13F portfolio, value $13,068,298.
13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 19,326 shares
Change vs previous 13F -19,775 shares
2.63% of the 13F portfolio, value $13,042,731.
13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 39,101 shares
Change vs previous 13F -10,554 shares
4.09% of the 13F portfolio, value $23,747,211.
13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 49,655 shares
Change vs previous 13F -27,783 shares
4.22% of the 13F portfolio, value $24,176,026.
13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 77,438 shares
Change vs previous 13F not available
3.75% of the 13F portfolio, value $29,240,589.
13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).