NFLX β€” Netflix

Ownership history in WBH ADVISORY INC  Β·  19 quarters on record

AI Ownership Summary

WBH ADVISORY INC reported Netflix (NFLX) in 19 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows NFLX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NFLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WBH ADVISORY INC's position in Netflix, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NFLX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WBH ADVISORY INC held NFLX β€” position size vs. price
% of Fund (quarterly)    NFLX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 194 -3 -1.5% 0.02% $233K 2025-10-30 $108.90
2025 Q2 REDUCED 197 -87 -30.6% 0.02% $264K 2025-07-30 $118.42
2024 Q3 REDUCED 284 -945 -76.9% 0.02% $201K 2024-10-15 $70.60
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WBH ADVISORY INC and NFLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WBH ADVISORY INC reported owning NFLX?

WBH ADVISORY INC reported NFLX across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported NFLX position in WBH ADVISORY INC's portfolio?

The largest reported portfolio weight for NFLX was 0.02% in 2025 Q2.

What is the latest reported NFLX position on this page?

The most recent filing on this page is 2025 Q3, when WBH ADVISORY INC reported 194 shares, equal to 0.02% of portfolio, with an estimated market value of $233K.

What does the chart on this NFLX ownership page compare?

The chart compares WBH ADVISORY INC's quarterly NFLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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