Position in ATR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$478,890
-$146,295 QoQ
Shares Held
3,825
-22.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#299
of 550 holders
Holding Since
Dec 2024
7 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, 2026Legacy Wealth Asset Management, LLC holds $3,951,513 across 4 Medical Instruments & Supplies names. ATR ranks #3 (12.1% of the industry book) .
All Filings in ATR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,890 | 3,825 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $625,185 | 4,961 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $522,232 | 4,282 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $670,037 | 5,013 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,065,444 | 6,811 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $936,426 | 6,311 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $858,394 | 5,464 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||