AE Wealth Management LLC

Position in BAH — Booz Allen Hamilton Holding Corp

CIK 1697723 TOPEKA, KS

Position in BAH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$355,327

-$16,235 QoQ

Shares Held

5,857

+23.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#313

of 554 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $52,270,578 across 5 Consulting Services names. BAH ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSK	Verisk Analytics, Inc.	283,022	$50,810,900
2	EFX	Equifax Inc	4,295	$681,694
3	BAH	Booz Allen Hamilton Holding Corp This page	5,857	$355,327
4	FCN	Fti Consulting, Inc	1,760	$262,250
5	RGP	Resources Connection, Inc.	37,745	$160,407

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,327	5,857	+23.0%	Shares	Other	2026-08-03
2026-03-31	$371,562	4,762	+19.3%	Shares	Other	2026-05-13
2025-09-30	$399,098	3,993	-12.1%	Shares	Other	2025-11-03
2025-06-30	$473,165	4,544	-9.3%	Shares	Other	2025-08-06
2025-03-31	$524,048	5,011	-13.1%	Shares	Other	2025-05-06
2024-12-31	$742,469	5,769	+3.9%	Shares	Other	2025-02-13
2024-09-30	$903,317	5,550	+10.6%	Shares	Other	2024-11-14
2024-06-30	$772,423	5,019	+5.8%	Shares	Other	2024-08-12
2024-03-31	$703,901	4,742	-67.9%	Shares	Other	2024-05-15
2023-12-31	$1,887,312	14,755	-8.7%	Shares	Sole	2024-02-14
2023-09-30	$1,765,256	16,155	-2.3%	Shares	Sole	2023-10-11
2023-06-30	$1,845,864	16,540	+4.2%	Shares	Sole	2023-07-10
2023-03-31	$1,471,731	15,878	-17.0%	Shares	Sole	2023-04-14
2022-12-31	$1,998,631	19,122	+7.6%	Shares	Sole	2023-01-31
2022-09-30	$1,640,690	17,766	+9.3%	Shares	Sole	2022-10-25
2022-06-30	$1,469,072	16,258	+13.8%	Shares	Sole	2022-08-03
2022-03-31	$1,255,233	14,290	+34.3%	Shares	Sole	2022-04-18
2021-12-31	$902,165	10,640	+72.7%	Shares	Sole	2022-01-20
2021-09-30	$488,875	6,161	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.