Position in ATR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,147,708
+$283,967 QoQ
Shares Held
9,167
+33.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#235
of 550 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026NWAM LLC holds $5,288,352 across 2 Medical Instruments & Supplies names. ATR ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,412 | $4,140,644 | |
| 2 | ATR |
Aptargroup, Inc.
This page
|
9,167 | $1,147,708 |
All Filings in ATR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,708 | 9,167 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $863,741 | 6,854 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||