Skip to content
Disclosery

Portside Wealth Group, LLC: NFLX position timeline

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

Portside Wealth Group, LLC held 72,435 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,435 shares
    Change vs previous 13F +2,564 shares

    0.6% of the 13F portfolio, value $5,171,859.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 ended2026-03-31
    13F 69,871 shares
    Change vs previous 13F +4,628 shares

    0.91% of the 13F portfolio, value $6,718,097.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 ended2025-12-31
    13F 65,243 shares
    Change vs previous 13F +58,058 shares

    0.83% of the 13F portfolio, value $6,117,184.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 ended2025-09-30
    13F 7,185 shares
    Change vs previous 13F -620 shares

    1.2% of the 13F portfolio, value $8,614,240.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 ended2025-06-30
    13F 7,805 shares
    Change vs previous 13F +24 shares

    1.55% of the 13F portfolio, value $10,451,910.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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 ended2025-03-31
    13F/A 7,781 shares
    Change vs previous 13F -2,773 shares

    1.18% of the 13F portfolio, value $7,256,016.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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 ended2024-12-31
    13F/A 10,554 shares
    Change vs previous 13F -98 shares

    1.56% of the 13F portfolio, value $9,406,991.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 ended2024-09-30
    13F 10,652 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,555,143.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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