BAH — BOOZ ALLEN

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in BOOZ ALLEN (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.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.0%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,666 +1,747 +44.6% 0.01% $566K $98.55
2025 Q2 REDUCED 3,919 -3,221 -45.1% 0.00% $408K $102.16
2025 Q1 ADDED 7,140 +5,584 +358.9% 0.01% $747K $102.04
2024 Q4 ADDED 1,556 +172 +12.4% 0.00% $200K $124.99
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAH price (monthly, adj. close)

Other funds also holding BAH

As of 2025 Q4 — sorted by position size

Black Creek Investment Management Inc. 3Y 7Y 10.48% D'Orazio & Associates, Inc. 3Y 7Y 7.76% Lane Generational LLC 3Y 3.12% EDMOND DE ROTHSCHILD HOLDING S.A. 3Y 7Y 1.96% Crawford Fund Management, LLC 1.72% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 1.71% Westbourne Investment Advisors, Inc. 3Y 7Y 1.51% Rench Wealth Management, Inc. 3Y 7Y 1.44% WATERS PARKERSON & CO., LLC 3Y 7Y 1.41% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.21%
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