SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in ALGN — Align Technology Inc
CIK 1531593
NEW YORK, NY
Position in ALGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$100,521
+$98,636 QoQ
Shares Held
596
+5318.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#498
of 669 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Derivatives in ALGN
reported options exposure · as of Dec 31, 2023CallValue
$794,600
CallShares
2,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $756,418 across 14 Medical Instruments & Supplies names. ALGN ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
10,238 | $218,274 | |
| 2 | BLFS |
Biolife Solutions Inc
|
6,000 | $169,440 | |
| 3 | ALGN |
Align Technology Inc
This page
|
596 | $100,521 | |
| 4 | STVN |
Stevanato Group S.p.A.
|
4,164 | $75,243 | |
| 5 | AVTR |
Avantor, Inc.
|
6,467 | $64,023 | |
| 6 | RGEN |
Repligen Corp
|
400 | $54,576 | |
| 7 | STAA |
Staar Surgical Co
|
702 | $20,140 | |
| 8 | XRAY |
DENTSPLY SIRONA Inc.
|
1,276 | $13,538 |
All Filings in ALGN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,521 | 596 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,885 | 11 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $15,458 | 99 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,400 | 115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,709 | 46 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $38,148 | 150 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $794,600 | 2,900 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $2,747 | 9 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,365 | 18 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $61,925 | 299 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $154,780 | 355 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||