Position in ATEC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$145,449
-$8,557 QoQ
Shares Held
16,815
+18.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#187
of 267 holders
Holding Since
Dec 2022
10 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 Jun 30, 2026Belpointe Asset Management LLC holds $5,574,633 across 6 Medical Devices names. ATEC ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
32,266 | $2,927,816 | |
| 2 | ZBH |
Zimmer Biomet Holdings, Inc.
|
14,871 | $1,280,244 | |
| 3 | MDT |
Medtronic plc
|
10,258 | $802,483 | |
| 4 | SYK |
Stryker Corp
|
1,209 | $380,641 | |
| 5 | ATEC |
Alphatec Holdings, Inc.
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|
16,815 | $145,449 | |
| 6 | NMTC |
NEUROONE MEDICAL TECHNOLOGIES Corp
|
12,500 | $38,000 |
All Filings in ATEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,449 | 16,815 | Shares | Sole | 2026-07-31 | |
| 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. | ||||||