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Netflix shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Netflix (NFLX) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Netflix

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All positions including Netflix held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Netflix by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 374 1198.92
2025-06-30 $532k 397 1339.13
2025-03-31 $281k 301 932.53
2024-09-30 $1.2M 1.7k 709.27