ATEC — ALPHATEC HOLDINGS INC

Ownership history in Lee Financial Co  ·  28 quarters on record

This page tracks every 13F SEC filing in which Lee Financial Co reported a position in ALPHATEC HOLDINGS INC (ATEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2020 Q4)
Avg. % of fund
0.04%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,215 -10,216 -50.0% 0.02% $149K $14.54
2024 Q4 UNCHANGED 20,431 — 0% 0.03% $188K $9.18
2024 Q3 UNCHANGED 20,431 — 0% 0.02% $114K $5.56
2022 Q4 UNCHANGED 20,431 — 0% 0.04% $252K $12.35
2022 Q3 UNCHANGED 20,431 — 0% 0.03% $179K $8.74
2022 Q2 UNCHANGED 20,431 — 0% 0.02% $134K $6.54
2022 Q1 UNCHANGED 20,431 — 0% 0.04% $235K $11.50
2021 Q4 UNCHANGED 20,431 — 0% 0.04% $234K $11.43
2021 Q3 UNCHANGED 20,431 — 0% 0.05% $249K $12.19
2021 Q2 UNCHANGED 20,431 — 0% 0.07% $313K $15.32
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ATEC price (monthly, adj. close)

Other funds also holding ATEC

As of 2025 Q4 — sorted by position size

Western Standard LLC 3Y 7Y 12.18% Kopp Family Office, LLC 3Y 4.41% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 3.53% Iron Triangle Partners LP 3Y 3.09% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 2.87% Intrinsic Edge Capital Management LLC 3Y 7Y 1.87% Lisanti Capital Growth, LLC 3Y 7Y 1.86% Penn Capital Management Company, LLC 3Y 7Y 1.8% Granite Investment Partners, LLC 3Y 7Y 1.42% Motley Fool Wealth Management, LLC 3Y 7Y 1.37%
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