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Creative Planning ATEC Position History
Alphatec Holdings, Inc.
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $790K |
| Q3 2025 | $63K |
| Q4 2025 | $899K |
| Q1 2026 | $644K |
| Q2 2026 | $1K |
| Q2 2026 | $953K |
| Q3 2026 | $6K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 142.7K | — | — |
| Q3 2026 | $6K | 624 | — | — |
| Q2 2026 | $953K | 110.1K | — | — |
| Q2 2026 | $1K | 154 | — | — |
| Q1 2026 | $644K | 59.2K | — | — |
| Q4 2025 | $899K | 42.7K | — | — |
| Q3 2025 | $63K | 4.3K | — | — |
| Q3 2025 | $790K | 54.4K | — | — |