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Rooted Wealth Advisors, Inc.: NFLX position timeline

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

Rooted Wealth Advisors, Inc. held 21,758 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,758 shares
    Change vs previous 13F +3,954 shares

    0.38% of the 13F portfolio, value $1,553,521.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 17,804 shares
    Change vs previous 13F +3,266 shares

    0.45% of the 13F portfolio, value $1,688,353.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 14,538 shares
    Change vs previous 13F +14,010 shares

    0.33% of the 13F portfolio, value $1,165,366.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 528 shares
    Change vs previous 13F +59 shares

    0.19% of the 13F portfolio, value $608,953.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 469 shares
    Change vs previous 13F -56 shares

    0.2% of the 13F portfolio, value $583,957.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 525 shares
    Change vs previous 13F -27 shares

    0.19% of the 13F portfolio, value $449,327.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 552 shares
    Change vs previous 13F -13 shares

    0.19% of the 13F portfolio, value $485,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 565 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $397,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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