Skip to content
Disclosery

Capital Wealth Planning, LLC: BABA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on BABA, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 278,398 BABA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,398 shares
    Change vs previous 13F +36,042 shares

    0.13% of the 13F portfolio, value $26,720,640.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 242,356 shares
    Change vs previous 13F +53,220 shares

    0.17% of the 13F portfolio, value $30,405,984.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 189,136 shares
    Change vs previous 13F +54,730 shares

    0.19% of the 13F portfolio, value $29,418,027.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,406 shares
    Change vs previous 13F +80,951 shares

    0.17% of the 13F portfolio, value $24,022,384.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,455 shares
    Change vs previous 13F +30,920 shares

    0.05% of the 13F portfolio, value $6,062,332.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,535 shares
    Change vs previous 13F -30,541 shares

    0.03% of the 13F portfolio, value $2,979,803.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,076 shares
    Change vs previous 13F +7,308 shares

    0.04% of the 13F portfolio, value $4,500,314.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,768 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,856,900.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).