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B. Riley Wealth Management, Inc.: TWLO position timeline

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

B. Riley Wealth Management, Inc. held 9,660 TWLO shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 9,660 shares
    Change vs previous 13F +511 shares

    0.01% of the 13F portfolio, value $810,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 9,149 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $1,508,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 9,163 shares
    Change vs previous 13F -153 shares

    0.17% of the 13F portfolio, value $2,413,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 9,316 shares
    Change vs previous 13F -2,170 shares

    0.23% of the 13F portfolio, value $2,972,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 11,486 shares
    Change vs previous 13F +251 shares

    0.5% of the 13F portfolio, value $4,527,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 11,235 shares
    Change vs previous 13F -584 shares

    0.45% of the 13F portfolio, value $3,828,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 11,819 shares
    Change vs previous 13F +463 shares

    0.52% of the 13F portfolio, value $4,001,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 11,356 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,806,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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