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Disclosery

J.W. COLE ADVISORS, INC.: TWLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on TWLO, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 1,867 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,867 shares
    Change vs previous 13F -829 shares

    0.01% of the 13F portfolio, value $385,218.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 2,696 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $339,211.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 3,186 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $399,125.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,150 shares
    Change vs previous 13F -1,017 shares

    0.01% of the 13F portfolio, value $315,284.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,167 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $518,208.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,307 shares
    Change vs previous 13F -746 shares

    0.01% of the 13F portfolio, value $323,788.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 4,053 shares
    Change vs previous 13F +335 shares

    0.02% of the 13F portfolio, value $438,049.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,488.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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