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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MMSI holding history

Merit Medical Systems Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMSI overviewAll 13F holders of MMSIFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MMSI by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−14,152−100.0%Sold outHolders
Q3 202214,152$800.0K<0.1%00.0%UnchangedHolders
Q2 202214,152$768.0K<0.1%00.0%UnchangedHolders
Q1 202214,152$941.0K<0.1%−10,575−42.8%ReducedHolders
Q4 202124,727$1.54M<0.1%+5,334+27.5%AddedHolders
Q3 202119,393$1.39M<0.1%−9,000−31.7%ReducedHolders
Q2 202128,393$1.84M<0.1%−3,000−9.6%ReducedHolders
Q1 202131,393$1.88M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.