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WealthPlan Investment Management, LLC: NFLX position timeline

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

WealthPlan Investment Management, LLC held 56,171 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 56,171 shares
    Change vs previous 13F +6,942 shares

    0.2% of the 13F portfolio, value $4,010,609.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 49,229 shares
    Change vs previous 13F +22,314 shares

    0.26% of the 13F portfolio, value $4,733,368.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 26,915 shares
    Change vs previous 13F +25,097 shares

    0.16% of the 13F portfolio, value $2,523,550.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 1,818 shares
    Change vs previous 13F -28 shares

    0.14% of the 13F portfolio, value $2,179,637.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 1,846 shares
    Change vs previous 13F +98 shares

    0.18% of the 13F portfolio, value $2,472,034.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 1,748 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $1,630,062.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 1,773 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $1,580,310.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 1,829 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,297,255.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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