OXFORD FINANCIAL GROUP, LTD. LLC
Position in ATEC — Alphatec Holdings, Inc.
CIK 1245862
INDIANAPOLIS, IN
Position in ATEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$259,500
-$66,900 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#154
of 264 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,056,626 across 3 Medical Devices names. ATEC ranks #2 (24.6% of the industry book) .
All Filings in ATEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,500 | 30,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $326,400 | 30,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $631,200 | 30,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $581,600 | 40,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $444,000 | 40,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $405,600 | 40,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $367,200 | 40,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $225,335 | 40,528 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $418,000 | 40,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||