PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in ATEC — Alphatec Holdings, Inc.
CIK 1350660
FORT WAYNE, IN
Position in ATEC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$515,245
-$133,018 QoQ
Shares Held
59,566
-0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#122
of 265 holders
Holding Since
Mar 2020
26 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, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $515,245 across 1 Medical Devices name. ATEC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATEC |
Alphatec Holdings, Inc.
This page
|
59,566 | $515,245 |
All Filings in ATEC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,245 | 59,566 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $648,263 | 59,583 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,253,626 | 59,583 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $880,440 | 60,553 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $672,138 | 60,553 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $614,007 | 60,553 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $555,876 | 60,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $336,674 | 60,553 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $632,778 | 60,553 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $835,218 | 60,567 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $977,556 | 64,696 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $854,346 | 65,871 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,183,929 | 65,847 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,056,229 | 67,707 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $836,798 | 67,757 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $592,196 | 67,757 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $443,130 | 67,757 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $779,205 | 67,757 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $774,462 | 67,757 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $825,957 | 67,757 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,038,037 | 67,757 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,069,883 | 67,757 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $983,831 | 67,757 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $449,906 | 67,757 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $318,457 | 67,757 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $233,761 | 67,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||