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Valeo Financial Advisors, LLC → ATEC

Valeo Financial Advisors, LLC ATEC Position History

Alphatec Holdings, Inc.

Quarters held
5
Latest value
$446K
Q3 2026
Peak value
$869K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$600K
Q4 2025$869K
Q1 2026$450K
Q2 2026$384K
Q3 2026$446K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$446K43.2K——
Q2 2026$384K44.4K——
Q1 2026$450K41.4K——
Q4 2025$869K41.3K——
Q3 2025$600K41.3K——

Other funds holding ATEC

Other Valeo Financial Advisors, LLC positions

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$626.7M
SPY

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$599.9M
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ETHA

ISHARES S&P SMALLCAP 600 ETF

$271.1M
ETHA

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$253.2M