Position in ATEC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$154,006
-$141,606 QoQ
Shares Held
14,155
+0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Belpointe Asset Management LLC holds $8,216,154 across 8 Medical Devices names. ATEC ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
33,230 | $3,411,724 | |
| 2 | BSX |
Boston Scientific Corp
|
25,588 | $1,605,647 | |
| 3 | ZBH |
Zimmer Biomet Holdings, Inc.
|
14,877 | $1,345,178 | |
| 4 | MDT |
Medtronic plc
|
11,461 | $993,095 | |
| 5 | SYK |
Stryker Corp
|
1,134 | $372,621 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
3,872 | $275,608 | |
| 7 | ATEC |
Alphatec Holdings, Inc.
This page
|
14,155 | $154,006 | |
| 8 | NMTC |
NEUROONE MEDICAL TECHNOLOGIES Corp
|
75,000 | $58,275 |
All Filings in ATEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,006 | 14,155 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $295,612 | 14,050 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $204,287 | 14,050 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $205,350 | 18,500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $187,590 | 18,500 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $137,700 | 15,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,960 | 16,000 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $33,961 | 2,177 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,700 | 2,000 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||