Position in ATRC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$331,832
-$30,339 QoQ
Shares Held
11,631
+27.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATRC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $18,613,195 across 12 Medical Instruments & Supplies names. ATRC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,038 | $10,620,287 | |
| 2 | COO |
Cooper Companies, Inc.
|
37,303 | $2,667,164 | |
| 3 | RMD |
Resmed Inc
|
7,467 | $1,676,192 | |
| 4 | RGEN |
Repligen Corp
|
13,616 | $1,604,237 | |
| 5 | BDX |
Becton Dickinson & Co
|
3,032 | $476,721 | |
| 6 | ATRC |
AtriCure, Inc.
This page
|
11,631 | $331,832 | |
| 7 | SOLV |
Solventum Corp
|
4,694 | $306,518 | |
| 8 | STVN |
Stevanato Group S.p.A.
|
18,353 | $252,353 |
All Filings in ATRC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,832 | 11,631 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $362,171 | 9,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $327,930 | 9,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,538 | 9,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,052 | 10,355 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $323,874 | 10,598 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $304,654 | 10,865 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $272,192 | 11,954 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||