Ownership history in AE Wealth Management LLC · 17 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in BOOZ ALLEN HAMILTON HLDG COR (BAH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,993 | -551 | -12.1% | 0.00% | $399K | $98.55 |
| 2025 Q2 | REDUCED | 4,544 | -467 | -9.3% | 0.00% | $473K | $102.16 |
| 2025 Q1 | REDUCED | 5,011 | -758 | -13.1% | 0.00% | $524K | $102.04 |
| 2024 Q4 | ADDED | 5,769 | +219 | +3.9% | 0.01% | $743K | $124.99 |
| 2024 Q3 | ADDED | 5,550 | +531 | +10.6% | 0.01% | $903K | $157.55 |
| 2024 Q2 | ADDED | 5,019 | +277 | +5.8% | 0.01% | $772K | $148.45 |
| 2024 Q1 | REDUCED | 4,742 | -10,013 | -67.9% | 0.01% | $704K | $142.70 |
| 2023 Q4 | REDUCED | 14,755 | -1,400 | -8.7% | 0.01% | $2.2M | $122.53 |
| 2023 Q3 | REDUCED | 16,155 | -385 | -2.3% | 0.01% | $1.8M | $104.29 |
| 2023 Q2 | ADDED | 16,540 | +662 | +4.2% | 0.01% | $1.8M | $106.10 |
As of 2025 Q4 — sorted by position size