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Polaris Wealth Advisory Group, LLC: NFLX position timeline

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

Polaris Wealth Advisory Group, LLC held 11,855 NFLX shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 11,855 shares
    Change vs previous 13F +9,503 shares

    0.34% of the 13F portfolio, value $4,476,448.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 2,352 shares
    Change vs previous 13F -1,634 shares

    0.08% of the 13F portfolio, value $1,036,032.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 3,986 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $1,377,083.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 3,960 shares
    Change vs previous 13F -2,707 shares

    0.1% of the 13F portfolio, value $1,295,950.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 6,667 shares
    Change vs previous 13F -2,413 shares

    0.13% of the 13F portfolio, value $1,533,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 9,080 shares
    Change vs previous 13F +7,205 shares

    0.13% of the 13F portfolio, value $1,588,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 1,875 shares
    Change vs previous 13F -337 shares

    0.05% of the 13F portfolio, value $679,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 2,212 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,333,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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