Position in ATR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,316,478
+$284,753 QoQ
Shares Held
10,515
+28.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#223
of 550 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Sendero Wealth Management, LLC holds $2,639,393 across 3 Medical Instruments & Supplies names. ATR ranks #1 (49.9% of the industry book) .
All Filings in ATR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,478 | 10,515 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,031,725 | 8,187 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $998,242 | 8,185 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $953,797 | 7,136 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $725,835 | 4,640 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $688,483 | 4,640 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $436,580 | 2,779 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $445,168 | 2,779 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $391,310 | 2,779 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $399,870 | 2,779 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $343,539 | 2,779 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $321,227 | 2,569 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $248,403 | 2,144 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $216,524 | 1,832 | Shares | Other | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||