Position in BABA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,404,901
-$766,828 QoQ
Shares Held
11,198
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Circle Wealth Management, LLC holds $67,922,110 across 3 Internet Retail names.
All Filings in BABA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,404,901 | 11,198 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,171,729 | 14,816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,509,905 | 14,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $826,758 | 7,290 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,913,026 | 22,030 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $759,718 | 8,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,258,370 | 11,858 | Shares | Sole | 2024-11-14 | |
| 2021-09-30 | $274,040 | 1,851 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,027,766 | 4,532 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,113,017 | 4,909 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,043,794 | 4,485 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,411,104 | 4,800 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,062,538 | 4,926 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $996,904 | 5,126 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||