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Disclosery

Whelan Financial: NFLX position timeline

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

Whelan Financial held 3,988 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,988 shares
    Change vs previous 13F -576 shares

    0.08% of the 13F portfolio, value $284,743.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 4,564 shares
    Change vs previous 13F -280 shares

    0.14% of the 13F portfolio, value $438,829.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 4,844 shares
    Change vs previous 13F +4,172 shares

    0.14% of the 13F portfolio, value $454,173.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 672 shares
    Change vs previous 13F +386 shares

    0.26% of the 13F portfolio, value $805,674.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 286 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $382,991.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 284 shares
    Change vs previous 13F +18 shares

    0.1% of the 13F portfolio, value $264,839.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 266 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $237,091.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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