Skip to main content

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

TWLO holding history

Twilio Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TWLO overviewAll 13F holders of TWLOFull Q2 2026 holdings

Shares (Q2 2026)
1,689
Value
$348.6K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of TWLO by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,689$348.6K<0.1%+1,689NewHolders
Q3 20220$00.0%−3,856−100.0%Sold outHolders
Q2 20223,856$323.0K<0.1%+255+7.1%AddedHolders
Q1 20223,601$593.0K<0.1%−661−15.5%ReducedHolders
Q4 20214,262$1.12M<0.1%+516+13.8%AddedHolders
Q3 20213,746$1.20M0.1%+566+17.8%AddedHolders
Q2 20213,180$1.25M0.1%00.0%UnchangedHolders
Q1 20213,180$1.08M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.