CWM, LLC

Position in ATEC — Alphatec Holdings, Inc.

CIK 1535847 OMAHA, NE

Position in ATEC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$602,534

-$183,878 QoQ

Shares Held

55,380

+48.2% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Mar 31, 2026

CWM, LLC holds $110,234,458 across 90 Medical Devices names. ATEC ranks #14 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	325,972	$33,467,545
2	MDT	Medtronic plc	244,081	$21,149,618
3	BSX	Boston Scientific Corp	184,539	$11,579,822
4	SYK	Stryker Corp	30,671	$10,078,183
5	PODD	Insulet Corp	26,458	$5,551,946
6	EW	Edwards Lifesciences Corp	68,976	$5,523,598
7	STE	STERIS plc	17,989	$3,977,907
8	DXCM	Dexcom Inc	62,328	$3,914,198

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$602,534	55,380	+48.2%	Shares	Sole	2026-05-14
2025-12-31	$786,412	37,377	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$540,102	37,146	+4.5%	Shares	Sole	2025-10-15
2025-06-30	$394,494	35,540	+13.4%	Shares	Sole	2025-07-25
2025-03-31	$317,747	31,336	+67.2%	Shares	Sole	2025-05-01
2024-12-31	$172,014	18,738	+209.5%	Shares	Sole	2025-02-04
2024-09-30	$33,665	6,055	+311.6%	Shares	Sole	2024-10-08
2024-06-30	$15,371	1,471	+57.3%	Shares	Sole	2024-07-10
2024-03-31	$12,893	935	+43.4%	Shares	Sole	2024-04-05
2023-12-31	$9,851	652	-2.1%	Shares	Sole	2024-02-01
2023-09-30	$8,638	666	+437.1%	Shares	Sole	2023-10-11
2023-06-30	$2	124	+49.4%	Shares	Sole	2023-08-03
2023-03-31	$1	83	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,025	83	0.0%	Shares	Sole	2023-02-01
2022-09-30	$725	83	-54.6%	Shares	Sole	2022-10-27
2022-06-30	$1,196	183	+120.5%	Shares	Sole	2022-07-28
2022-03-31	$954	83	0.0%	Shares	Sole	2022-04-21
2021-12-31	$948	83	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.