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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

ATEC holding history

Alphatec Holdings, Inc. in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATEC overviewAll 13F holders of ATECFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of ATEC by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−10,215−100.0%Sold outHolders
Q3 202510,215$148.5K<0.1%+10,215NewHolders
Q1 20250$00.0%−20,431−100.0%Sold outHolders
Q4 202420,431$187.6K<0.1%00.0%UnchangedHolders
Q3 202420,431$113.6K<0.1%+20,431NewHolders
Q1 20230$00.0%−20,431−100.0%Sold outHolders
Q4 202220,431$252.3K<0.1%00.0%UnchangedHolders
Q3 202220,431$179.0K<0.1%00.0%UnchangedHolders
Q2 202220,431$134.0K<0.1%00.0%UnchangedHolders
Q1 202220,431$235.0K<0.1%00.0%UnchangedHolders
Q4 202120,431$234.0K<0.1%00.0%UnchangedHolders
Q3 202120,431$249.0K0.1%00.0%UnchangedHolders
Q2 202120,431$313.0K0.1%00.0%UnchangedHolders
Q1 202120,431$323.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.