INDEPENDENT FINANCIAL GROUP, LLC

Position in ATEC — Alphatec Holdings, Inc.

CIK 275484 SAN DIEGO, CA

Position in ATEC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$677,727

+$246,335 QoQ

Shares Held

78,350

+97.6% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 29 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,068,847 across 9 Medical Devices names. ATEC ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	22,067	$2,002,359
2	EW	Edwards Lifesciences Corp	13,536	$1,224,466
3	MDT	Medtronic plc	13,392	$1,047,656
4	SYK	Stryker Corp	2,998	$943,890
5	ATEC	Alphatec Holdings, Inc. This page	78,350	$677,727
6	GEHC	GE HealthCare Technologies Inc.	7,146	$457,415
7	GMED	Globus Medical Inc	4,607	$363,999
8	DXCM	Dexcom Inc	5,023	$338,299

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,727	78,350	+97.6%	Shares	Sole	2026-07-15
2026-03-31	$431,392	39,650	0.0%	Shares	Sole	2026-05-15
2025-12-31	$834,236	39,650	-6.9%	Shares	Sole	2026-05-15
2025-09-30	$619,404	42,600	-4.7%	Shares	Sole	2026-05-15
2025-06-30	$496,170	44,700	-5.5%	Shares	Sole	2026-05-15
2025-03-31	$479,622	47,300	+6.8%	Shares	Sole	2026-05-19
2024-12-31	$406,674	44,300	+113.0%	Shares	Sole	2026-06-12
2024-09-30	$115,648	20,800	-6.7%	Shares	Sole	2026-06-12
2024-06-30	$233,035	22,300	+11.5%	Shares	Sole	2026-06-12
2024-03-31	$275,800	20,000	+25.0%	Shares	Sole	2026-06-12
2023-12-31	$241,760	16,000	0.0%	Shares	Sole	2026-06-12
2023-09-30	$207,520	16,000	0.0%	Shares	Sole	2026-06-12
2023-06-30	$287,680	16,000	-15.3%	Shares	Sole	2026-06-12
2023-03-31	$294,840	18,900	-3.1%	Shares	Sole	2026-06-12
2022-12-31	$240,825	19,500	-11.4%	Shares	Sole	2026-06-15
2022-09-30	$192,280	22,000	0.0%	Shares	Sole	2026-06-15
2022-06-30	$143,880	22,000	-54.2%	Shares	Sole	2026-06-12
2022-03-31	$552,000	48,000	+17.1%	Shares	Sole	2026-06-12
2021-12-31	$468,630	41,000	+9.3%	Shares	Sole	2026-06-15
2021-09-30	$457,125	37,500	0.0%	Shares	Sole	2026-06-15
2021-06-30	$574,500	37,500	0.0%	Shares	Sole	2026-06-15
2021-03-31	$592,125	37,500	-1.8%	Shares	Sole	2026-06-15
2020-12-31	$554,664	38,200	0.0%	Shares	Sole	2026-06-15
2020-09-30	$253,648	38,200	+128.7%	Shares	Sole	2026-06-15
2020-06-30	$78,490	16,700	+67.0%	Shares	Sole	2026-06-15
2020-03-31	$34,500	10,000	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.