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Segment Wealth Management, LLC

Position in ATEC — Alphatec Holdings, Inc.

CIK 1575581 HOUSTON, TX

Position in ATEC

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$109,975
-$372,787 QoQ
Shares Held
10,108
-55.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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, 2026

Segment Wealth Management, LLC holds $18,400,521 across 2 Medical Devices names.

# Ticker Company Shares Value (USD) Open

All Filings in ATEC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $109,975 10,108
2025-12-31 $482,762 22,945
2025-09-30 $216,936 14,920
2025-06-30 $111,000 10,000
2025-03-31 $101,400 10,000