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Netflix shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Netflix (NFLX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Netflix

Tip: Access up to 7 years of quarterly data

All positions including Netflix held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Netflix by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $456k 4.7k 96.15
2025-12-31 $281k 3.0k 93.76
2025-09-30 $5.1M 14k 377.60
2025-06-30 $646k 482 1339.13

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Netflix

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Capital World Investors
Norges Bank Investment Management
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Capital Research Global Investors
Jane Street
Loomis, Sayles and
Alliancebernstein

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