Skip to content
Disclosery

Kestra Advisory Services, LLC: TWLO position timeline

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

Kestra Advisory Services, LLC held 23,648 TWLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,648 shares
    Change vs previous 13F +1,779 shares

    0.01% of the 13F portfolio, value $4,879,292.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,436 shares
    • Kestra Advisory Services, LLC: 19,212 shares

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

  2. period ended2026-03-31
    13F 21,869 shares
    Change vs previous 13F -19,508 shares

    0.01% of the 13F portfolio, value $2,751,558.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,600 shares
    • Kestra Advisory Services, LLC: 18,269 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 41,377 shares
    Change vs previous 13F +3,438 shares

    0.02% of the 13F portfolio, value $5,885,464.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,356 shares
    • Kestra Advisory Services, LLC: 17,955 shares
    • Kestra Investment Management, LLC: 18,066 shares

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

  4. period ended2025-09-30
    13F 37,939 shares
    Change vs previous 13F +3,379 shares

    0.01% of the 13F portfolio, value $3,797,354.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,197 shares
    • Kestra Advisory Services, LLC: 15,627 shares
    • Kestra Investment Management, LLC: 17,115 shares

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

  5. period ended2025-06-30
    13F/A 34,560 shares
    Change vs previous 13F -586 shares

    0.01% of the 13F portfolio, value $4,297,882.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,807 shares
    • Kestra Advisory Services, LLC: 13,114 shares
    • Kestra Investment Management, LLC: 16,639 shares

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

  6. period ended2025-03-31
    13F/A 35,146 shares
    Change vs previous 13F +8,145 shares

    0.01% of the 13F portfolio, value $3,441,145.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,275 shares
    • Kestra Advisory Services, LLC: 13,263 shares
    • Kestra Investment Management, LLC: 13,608 shares

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

  7. period ended2024-12-31
    13F 27,001 shares
    Change vs previous 13F -4,987 shares

    0.01% of the 13F portfolio, value $2,918,269.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,582 shares
    • Kestra Advisory Services, LLC: 18,419 shares

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

  8. period ended2024-09-30
    13F 31,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,086,257.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,642 shares
    • Kestra Advisory Services, LLC: 16,346 shares

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