Holistic Financial Partners

Position in BABA — Alibaba Group Holding Ltd

CIK 1729304 INDIANAPOLIS, IN

Position in BABA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$221,233

-$62,432 QoQ

Shares Held

2,305

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#877

of 1,215 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Holistic Financial Partners holds $2,210,656 across 2 Internet Retail names. BABA ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMZN	Amazon Com Inc	8,347	$1,989,423
2	BABA	Alibaba Group Holding Ltd This page	2,305	$221,233

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,233	2,305	+1.9%	Shares	Sole	2026-07-23
2026-03-31	$283,665	2,261	+22.8%	Shares	Sole	2026-05-05
2025-12-31	$269,853	1,841	-6.8%	Shares	Sole	2026-01-07
2025-09-30	$352,991	1,975	+6.1%	Shares	Sole	2025-11-07
2025-06-30	$211,169	1,862	0.0%	Shares	Sole	2025-08-05
2025-03-31	$246,212	1,862	-31.3%	Shares	Sole	2025-05-06
2024-09-30	$287,797	2,712	+24.6%	Shares	Sole	2024-11-07
2023-03-31	$222,445	2,177	+28.1%	Shares	Sole	2023-05-04
2021-12-31	$201,824	1,699	+5.8%	Shares	Sole	2022-02-11
2021-09-30	$237,768	1,606	-2.7%	Shares	Sole	2021-11-12
2021-06-30	$374,413	1,651	+10.7%	Shares	Sole	2021-08-13
2021-03-31	$338,054	1,491	+17.4%	Shares	Sole	2021-05-11
2020-12-31	$295,567	1,270	-21.0%	Shares	Sole	2021-02-10
2020-09-30	$472,719	1,608	+1.1%	Shares	Sole	2020-11-13
2020-06-30	$342,963	1,590	-8.3%	Shares	Sole	2020-08-13
2020-03-31	$337,228	1,734	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.