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Disclosery

Xcel Wealth Management, LLC: NFLX position timeline

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

Xcel Wealth Management, LLC held 40,006 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 40,006 shares
    Change vs previous 13F +1,298 shares

    0.68% of the 13F portfolio, value $2,856,428.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth 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 38,708 shares
    Change vs previous 13F +20,022 shares

    1.03% of the 13F portfolio, value $3,721,774.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth 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 18,686 shares
    Change vs previous 13F +17,877 shares

    0.45% of the 13F portfolio, value $1,751,999.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth 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 809 shares
    Change vs previous 13F +12 shares

    0.25% of the 13F portfolio, value $969,926.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth 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 797 shares
    Change vs previous 13F +305 shares

    0.3% of the 13F portfolio, value $1,067,287.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth 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 492 shares
    Change vs previous 13F +65 shares

    0.14% of the 13F portfolio, value $458,805.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth 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 427 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $380,594.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth 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 427 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $302,858.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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