UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: NFLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on NFLX, newest first. How the timeline and the estimate are built.
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 5,800 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,800 sharesChange vs previous 13F -1,562 shares
0.26% of the 13F portfolio, value $430,360.
13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,362 sharesChange vs previous 13F +2,920 shares
0.41% of the 13F portfolio, value $649,697.
13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,442 sharesChange vs previous 13F +4,002 shares
0.27% of the 13F portfolio, value $365,132.
13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 440 sharesChange vs previous 13F -100 shares
0.4% of the 13F portfolio, value $529,448.
13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 540 sharesChange vs previous 13F +7 shares
0.56% of the 13F portfolio, value $723,131.
13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 533 sharesChange vs previous 13F +84 shares
0.44% of the 13F portfolio, value $497,039.
13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 449 sharesChange vs previous 13F +160 shares
0.4% of the 13F portfolio, value $400,203.
13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 289 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $204,980.
13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).