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Disclosery

Atria Investments, Inc: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on TWLO, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 16,012 TWLO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,012 shares
    Change vs previous 13F +5,635 shares

    0.05% of the 13F portfolio, value $4,682,843.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,377 shares
    Change vs previous 13F +3,782 shares

    0.02% of the 13F portfolio, value $2,141,068.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,595 shares
    Change vs previous 13F +2,690 shares

    0.01% of the 13F portfolio, value $829,783.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,905 shares
    Change vs previous 13F -4,070 shares

    0.01% of the 13F portfolio, value $555,447.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,975 shares
    Change vs previous 13F -2,055 shares

    0.01% of the 13F portfolio, value $798,218.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,030 shares
    Change vs previous 13F +3,507 shares

    0.01% of the 13F portfolio, value $1,247,331.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,523 shares
    Change vs previous 13F +2,003 shares

    0.01% of the 13F portfolio, value $638,667.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,522.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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