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Smith Salley Wealth Management: NFLX position timeline

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

Smith Salley Wealth Management held 58,409 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 58,409 shares
    Change vs previous 13F +30,781 shares

    0.18% of the 13F portfolio, value $4,170,429.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 27,628 shares
    Change vs previous 13F +1,759 shares

    0.13% of the 13F portfolio, value $2,656,432.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 25,869 shares
    Change vs previous 13F +23,304 shares

    0.12% of the 13F portfolio, value $2,425,477.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 2,565 shares
    Change vs previous 13F +354 shares

    0.16% of the 13F portfolio, value $3,075,230.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 2,211 shares
    Change vs previous 13F +387 shares

    0.17% of the 13F portfolio, value $2,960,816.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 1,824 shares
    Change vs previous 13F +118 shares

    0.11% of the 13F portfolio, value $1,700,935.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 1,706 shares
    Change vs previous 13F +218 shares

    0.1% of the 13F portfolio, value $1,520,592.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 1,488 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,055,394.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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