Smallwood Wealth Investment Management, LLC
Position in BABA — Alibaba Group Holding Ltd
CIK 1921304
RED BANK, NJ
Position in BABA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,245
-$4,068 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,056
of 1,215 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,011,863 across 3 Internet Retail names. BABA ranks #2 (1.3% of the industry book) .
All Filings in BABA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,245 | 138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,313 | 138 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,228 | 138 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,664 | 138 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,650 | 138 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $18,247 | 138 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||