Integrated Wealth Concepts LLC
Position in BAH — Booz Allen Hamilton Holding Corp
CIK 1737109
WALTHAM, MA
Position in BAH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$374,273
-$192,043 QoQ
Shares Held
6,169
+8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 554 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAH Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,154,199 across 11 Consulting Services names. BAH ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
5,416 | $859,627 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
2,484 | $445,952 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
This page
|
6,169 | $374,273 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,800 | $268,218 | |
| 5 | ICFI |
ICF International, Inc.
|
1,840 | $134,062 | |
| 6 | CRAI |
Cra International, Inc.
|
186 | $26,467 | |
| 7 | RGP |
Resources Connection, Inc.
|
3,593 | $15,270 | |
| 8 | HURN |
Huron Consulting Group Inc.
|
157 | $14,155 |
All Filings in BAH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,273 | 6,169 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $566,316 | 5,666 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $408,085 | 3,919 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $746,701 | 7,140 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $200,257 | 1,556 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $225,259 | 1,384 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||