PALO ALTO WEALTH ADVISORS, LLC: TWLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALO ALTO WEALTH ADVISORS, LLC on TWLO, newest first. How the timeline and the estimate are built.
PALO ALTO WEALTH ADVISORS, LLC held 10,756 TWLO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 10,756 sharesChange vs previous 13F -263 shares
0.41% of the 13F portfolio, value $1,405,164.
13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, 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 11,019 sharesChange vs previous 13F +4 shares
0.52% of the 13F portfolio, value $1,370,323.
13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, 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 11,015 sharesChange vs previous 13F -73 shares
0.49% of the 13F portfolio, value $1,261,658.
13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, 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 11,088 sharesChange vs previous 13F +359 shares
0.42% of the 13F portfolio, value $1,198,391.
13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,729 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $757,146.
13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).