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Ascentis Wealth Management, LLC: BABA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on BABA, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 9,230 BABA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,230 shares
    Change vs previous 13F -5,269 shares

    0.13% of the 13F portfolio, value $885,893.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18 shares
    • Ascentis Wealth Management, LLC: 9,212 shares

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

  2. period ended2026-03-31
    13F 14,499 shares
    Change vs previous 13F +1,670 shares

    0.1% of the 13F portfolio, value $1,819,039.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,308 shares
    • Ascentis Wealth Management, LLC: 11,191 shares

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

  3. period ended2025-12-31
    13F 12,829 shares
    Change vs previous 13F +1,693 shares

    0.18% of the 13F portfolio, value $1,880,472.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,665 shares
    • Ascentis Wealth Management, LLC: 11,164 shares

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

  4. period ended2025-09-30
    13F 11,136 shares
    Change vs previous 13F +150 shares

    0.42% of the 13F portfolio, value $1,990,336.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, 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 10,986 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,252,073.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, 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 10,986 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,457,841.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, 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 10,986 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $931,501.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,005 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,167,849.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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