Octavia Wealth Advisors, LLC
Position in BABA — Alibaba Group Holding Ltd
CIK 1841259
CINCINNATI, OH
Position in BABA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$263,215
-$8,251 QoQ
Shares Held
2,098
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 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, 2026Octavia Wealth Advisors, LLC holds $20,970,561 across 3 Internet Retail names.
All Filings in BABA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,215 | 2,098 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $271,466 | 1,852 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $323,680 | 1,811 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $233,284 | 2,057 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $278,211 | 2,104 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $233,676 | 2,202 | Shares | Sole | 2024-10-10 | |
| 2022-06-30 | $269,194 | 2,368 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $270,368 | 2,485 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $317,169 | 2,670 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $677,180 | 4,574 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,320,993 | 5,825 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,270,821 | 5,605 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,170,672 | 9,327 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||