Position in ATEC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$1,130,529
-$678,511 QoQ
Shares Held
103,909
+20.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATEC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Western Wealth Management, LLC holds $11,742,719 across 24 Medical Devices names. ATEC ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
27,294 | $2,802,274 | |
| 2 | SYK |
Stryker Corp
|
8,493 | $2,790,714 | |
| 3 | MDT |
Medtronic plc
|
20,382 | $1,766,099 | |
| 4 | BSX |
Boston Scientific Corp
|
25,100 | $1,575,025 | |
| 5 | ATEC |
Alphatec Holdings, Inc.
This page
|
103,909 | $1,130,529 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
5,817 | $525,973 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
5,171 | $368,071 | |
| 8 | NPCE |
NeuroPace Inc
|
22,950 | $301,792 |
All Filings in ATEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,130,529 | 103,909 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,809,040 | 85,981 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,324,739 | 91,110 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,015,772 | 91,511 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $882,687 | 87,050 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $729,222 | 79,436 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $206,982 | 37,227 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||