Position in ATEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$129,750
+$4,043 QoQ
Shares Held
15,000
+29.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 265 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, 2026Avidian Wealth Enterprises, LLC holds $8,851,867 across 6 Medical Devices names. ATEC ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
52,708 | $4,123,346 | |
| 2 | ABT |
Abbott Laboratories
|
25,399 | $2,304,705 | |
| 3 | SYK |
Stryker Corp
|
5,521 | $1,738,231 | |
| 4 | BSX |
Boston Scientific Corp
|
6,650 | $283,822 | |
| 5 | EW |
Edwards Lifesciences Corp
|
3,007 | $272,013 | |
| 6 | ATEC |
Alphatec Holdings, Inc.
This page
|
15,000 | $129,750 |
All Filings in ATEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,750 | 15,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $125,707 | 11,554 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $242,864 | 11,543 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $167,210 | 11,500 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $127,650 | 11,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $116,610 | 11,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $105,570 | 11,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $63,940 | 11,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $113,905 | 10,900 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||