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Disclosery

CONSULTIVA WEALTH MANAGEMENT, CORP.: BABA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSULTIVA WEALTH MANAGEMENT, CORP. on BABA, newest first. How the timeline and the estimate are built.

CONSULTIVA WEALTH MANAGEMENT, CORP. held 360 BABA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $34,553.

    13F-HR 0001845849-26-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 360 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $45,166.

    13F-HR 0001845849-26-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 360 shares
    Change vs previous 13F -30 shares

    0.15% of the 13F portfolio, value $52,768.

    13F-HR 0001845849-26-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 390 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $69,705.

    13F-HR 0001845849-25-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 390 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $44,230.

    13F-HR 0001845849-25-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 390 shares
    Change vs previous 13F +150 shares

    0.18% of the 13F portfolio, value $51,568.

    13F-HR 0001845849-25-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 240 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $20,348.

    13F-HR 0001845849-25-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    Filed (acceptance time not in the bulk data set), ingested

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