Kingsview Wealth Management, LLC: TWLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on TWLO, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 4,464 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 4,464 sharesChange vs previous 13F +769 shares
0.01% of the 13F portfolio, value $921,057.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,695 sharesChange vs previous 13F +911 shares
0.01% of the 13F portfolio, value $464,905.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,784 sharesChange vs previous 13F +495 shares
0.01% of the 13F portfolio, value $395,996.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,289 sharesChange vs previous 13F -87 shares
<0.01% of the 13F portfolio, value $229,106.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,376 sharesChange vs previous 13F -49 shares
0.01% of the 13F portfolio, value $295,479.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,425 sharesChange vs previous 13F -191 shares
<0.01% of the 13F portfolio, value $237,432.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,616 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $282,737.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).