Position in BABA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$315,006
-$454,063 QoQ
Shares Held
3,282
-46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#794
of 1,215 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Momentum Wealth Planning, LLC holds $4,003,984 across 3 Internet Retail names. BABA ranks #3 (7.9% of the industry book) .
All Filings in BABA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,006 | 3,282 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $769,069 | 6,130 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $771,303 | 5,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $670,416 | 3,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,203 | 3,617 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||