WEATHERLY ASSET MANAGEMENT L. P.

Position in ATEC — Alphatec Holdings, Inc.

CIK 934745 DEL MAR, CA

Position in ATEC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$331,580

-$85,483 QoQ

Shares Held

38,333

0.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#145

of 264 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $4,232,001 across 4 Medical Devices names. ATEC ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	24,034	$2,180,845
2	DXCM	Dexcom Inc	19,908	$1,340,803
3	GMED	Globus Medical Inc	4,794	$378,773
4	ATEC	Alphatec Holdings, Inc. This page	38,333	$331,580

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,580	38,333	0.0%	Shares	Sole	2026-07-20
2026-03-31	$417,063	38,333	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.