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INDEPENDENT FINANCIAL GROUP, LLC → ATEC
INDEPENDENT FINANCIAL GROUP, LLC ATEC Position History
Alphatec Holdings, Inc.
Quarters held
28
Latest value
$726K
Q3 2026
Peak value
$834K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $35K |
| Q2 2020 | $78K |
| Q3 2020 | $254K |
| Q4 2020 | $555K |
| Q1 2021 | $592K |
| Q2 2021 | $575K |
| Q3 2021 | $457K |
| Q4 2021 | $469K |
| Q1 2022 | $552K |
| Q2 2022 | $144K |
| Q3 2022 | $192K |
| Q4 2022 | $241K |
| Q1 2023 | $295K |
| Q2 2023 | $288K |
| Q3 2023 | $208K |
| Q4 2023 | $242K |
| Q1 2024 | $276K |
| Q2 2024 | $233K |
| Q3 2024 | $116K |
| Q4 2024 | $407K |
| Q1 2025 | $480K |
| Q2 2025 | $496K |
| Q3 2025 | $619K |
| Q4 2025 | $834K |
| Q1 2026 | $431K |
| Q1 2026 | $431K |
| Q2 2026 | $678K |
| Q3 2026 | $726K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $726K | 70.3K | — | — |
| Q2 2026 | $678K | 78.3K | — | — |
| Q1 2026 | $431K | 39.6K | — | — |
| Q1 2026 | $431K | 39.6K | — | — |
| Q4 2025 | $834K | 39.6K | — | — |
| Q3 2025 | $619K | 42.6K | — | — |
| Q2 2025 | $496K | 44.7K | — | — |
| Q1 2025 | $480K | 47.3K | — | — |
| Q4 2024 | $407K | 44.3K | — | — |
| Q3 2024 | $116K | 20.8K | — | — |
| Q2 2024 | $233K | 22.3K | — | — |
| Q1 2024 | $276K | 20.0K | — | — |
| Q4 2023 | $242K | 16.0K | — | — |
| Q3 2023 | $208K | 16.0K | — | — |
| Q2 2023 | $288K | 16.0K | — | — |
| Q1 2023 | $295K | 18.9K | — | — |
| Q4 2022 | $241K | 19.5K | — | — |
| Q3 2022 | $192K | 22.0K | — | — |
| Q2 2022 | $144K | 22.0K | — | — |
| Q1 2022 | $552K | 48.0K | — | — |
| Q4 2021 | $469K | 41.0K | — | — |
| Q3 2021 | $457K | 37.5K | — | — |
| Q2 2021 | $575K | 37.5K | — | — |
| Q1 2021 | $592K | 37.5K | — | — |
| Q4 2020 | $555K | 38.2K | — | — |
| Q3 2020 | $254K | 38.2K | — | — |
| Q2 2020 | $78K | 16.7K | — | — |
| Q1 2020 | $35K | 10.0K | — | — |