SEC 13F Intelligence

Transform Wealth, LLC / NFLX

Transform Wealth, LLC’s Netflix Inc. Position

Does Transform Wealth, LLC own Netflix Inc. (NFLX)? Yes — 14.6K shares worth $14M (+0.82% of its 13F portfolio) as of Q1 2025, up from 9.1K shares the prior filed quarter.

Position Value
$14M
Q1 2025
Shares
14.6K
% of Portfolio
+0.82%
Quarters Held
7
currently held

Position History NFLX

Reported value by quarter
Q2 ’21: $485,000Q2 ’21Q3 ’21: $533,000Q3 ’21Q4 ’21: $527,000Q4 ’21Q1 ’22: $413,000Q1 ’22Q3 ’24: $628,414Q3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $14MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202514.6K$14M+0.82%
Q4 20249.1K$8M+0.45%
Q3 2024886$628,414+0.04%
Q1 20221.1K$413,000+0.05%
Q4 2021874$527,000+0.06%
Q3 2021874$533,000+0.06%
Q2 2021918$485,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of NFLX.