Back to ATEC
PHILLIPS FINANCIAL MANAGEMENT, LLC → ATEC
PHILLIPS FINANCIAL MANAGEMENT, LLC ATEC Position History
Alphatec Holdings, Inc.
Quarters held
5
Latest value
$615K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $880K |
| Q4 2025 | $1.3M |
| Q1 2026 | $648K |
| Q2 2026 | $515K |
| Q3 2026 | $615K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $615K | 59.6K | — | — |
| Q2 2026 | $515K | 59.6K | — | — |
| Q1 2026 | $648K | 59.6K | — | — |
| Q4 2025 | $1.3M | 59.6K | — | — |
| Q3 2025 | $880K | 60.6K | — | — |