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Philip James Wealth Mangement, LLC: BABA position timeline

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

Philip James Wealth Mangement, LLC held 27,566 BABA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,566 shares
    Change vs previous 13F -17,989 shares

    0.3% of the 13F portfolio, value $2,645,785.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 45,555 shares
    Change vs previous 13F -10,583 shares

    0.66% of the 13F portfolio, value $5,715,330.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 56,138 shares
    Change vs previous 13F -2,510 shares

    0.95% of the 13F portfolio, value $8,228,708.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 58,648 shares
    Change vs previous 13F -10,404 shares

    1.22% of the 13F portfolio, value $10,482,157.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 69,052 shares
    Change vs previous 13F -19,590 shares

    1% of the 13F portfolio, value $7,831,187.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 88,642 shares
    Change vs previous 13F -11,286 shares

    1.43% of the 13F portfolio, value $11,721,132.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 99,928 shares
    Change vs previous 13F -10,988 shares

    1.1% of the 13F portfolio, value $8,472,895.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 110,916 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $11,770,406.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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