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Disclosery

Merit Financial Group, LLC: TWLO position timeline

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

Merit Financial Group, LLC held 8,024 TWLO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,024 shares
    Change vs previous 13F -964 shares

    0.01% of the 13F portfolio, value $1,655,672.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 8,988 shares
    Change vs previous 13F +2,109 shares

    0.01% of the 13F portfolio, value $1,130,844.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 6,879 shares
    Change vs previous 13F +1,500 shares

    0.01% of the 13F portfolio, value $978,500.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 5,379 shares
    Change vs previous 13F +344 shares

    <0.01% of the 13F portfolio, value $538,385.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 5,035 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $626,153.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 4,489 shares
    Change vs previous 13F +1,029 shares

    0.01% of the 13F portfolio, value $439,518.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 3,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $373,957.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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