Institute for Wealth Management, LLC.
Position in BABA — Alibaba Group Holding Ltd
CIK 1533954
DENVER, CO
Position in BABA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$691,247
-$257,356 QoQ
Shares Held
7,202
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#616
of 1,215 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $26,660,120 across 12 Internet Retail names. BABA ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
87,168 | $20,775,621 | |
| 2 | EBAY |
Ebay Inc
|
17,182 | $1,920,088 | |
| 3 | MELI |
Mercadolibre Inc
|
422 | $716,298 | |
| 4 | BABA |
Alibaba Group Holding Ltd
This page
|
7,202 | $691,247 | |
| 5 | CPNG |
Coupang, Inc.
|
36,749 | $638,330 | |
| 6 | SE |
Sea Ltd
|
6,186 | $592,804 | |
| 7 | DASH |
DoorDash, Inc.
|
2,349 | $433,460 | |
| 8 | PDD |
PDD Holdings Inc.
|
4,092 | $312,137 |
All Filings in BABA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,247 | 7,202 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $948,603 | 7,561 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,121,923 | 7,654 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,445,925 | 8,090 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $954,912 | 8,420 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,134,268 | 8,578 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $719,443 | 8,485 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $972,802 | 9,167 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $413,928 | 5,749 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $407,603 | 5,633 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $449,170 | 5,795 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $584,714 | 6,741 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $568,447 | 6,820 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $696,254 | 6,814 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $637,331 | 7,235 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $502,177 | 6,278 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,070,410 | 9,416 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $833,408 | 7,660 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $690,051 | 5,809 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,355,249 | 9,154 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,986,139 | 8,758 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,881,859 | 8,300 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,771,773 | 7,613 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,570,147 | 5,341 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $902,920 | 4,186 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $386,042 | 1,985 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||