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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MSA holding history

MSA Safety 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.

MSA overviewAll 13F holders of MSAFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of MSA by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,438−100.0%Sold outHolders
Q4 20241,438$238.3K<0.1%+100+7.5%AddedHolders
Q3 20241,338$237.2K<0.1%−1,192−47.1%ReducedHolders
Q2 20242,530$474.8K<0.1%+2,530NewHolders
Q1 20240$00.0%−2,384−100.0%Sold outHolders
Q4 20232,384$395.9K<0.1%+201+9.2%AddedHolders
Q3 20232,183$344.1K<0.1%+143+7.0%AddedHolders
Q2 20232,040$354.8K<0.1%+2,040NewHolders
Q1 20230$00.0%−1,406−100.0%Sold outHolders
Q4 20221,406$202.7K<0.1%+1,406NewHolders
Q1 20220$00.0%−1,554−100.0%Sold outHolders
Q4 20211,554$235.0K<0.1%−484−23.7%ReducedHolders
Q3 20212,038$297.0K<0.1%+2,038NewHolders