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Disclosery

Circle Wealth Management, LLC: TWLO position timeline

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

Circle Wealth Management, LLC held 13,909 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,909 shares
    Change vs previous 13F +1,838 shares

    0.04% of the 13F portfolio, value $2,869,844.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,071 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $1,518,773.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,019 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,709,583.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,019 shares
    Change vs previous 13F -3,467 shares

    0.02% of the 13F portfolio, value $1,202,982.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,486 shares
    Change vs previous 13F +3,126 shares

    0.04% of the 13F portfolio, value $1,925,839.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,360 shares
    Change vs previous 13F +6,924 shares

    0.03% of the 13F portfolio, value $1,210,168.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $587,523.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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