Position in ALGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$46,381
-$762 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 669 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $5,960,524 across 5 Medical Instruments & Supplies names. ALGN ranks #2 (0.8% of the industry book) .
All Filings in ALGN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,381 | 275 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $47,143 | 275 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $42,941 | 275 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $69,622 | 556 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $190,465 | 1,006 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $212,236 | 1,336 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $405,760 | 1,946 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $494,906 | 1,946 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $520,523 | 2,156 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $769,300 | 2,346 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $642,804 | 2,346 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $716,586 | 2,347 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,006,813 | 2,847 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $951,296 | 2,847 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $674,247 | 3,197 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||