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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ATEC holding history

Alphatec Holdings, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, 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 (Q2 2026)
15,000
Value
$129.8K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of ATEC by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,000$129.8K<0.1%+3,446+29.8%AddedHolders
Q1 202611,554$125.7K<0.1%+11+0.1%AddedHolders
Q4 202511,543$242.9K<0.1%+43+0.4%AddedHolders
Q3 202511,500$167.2K<0.1%00.0%UnchangedHolders
Q2 202511,500$127.7K<0.1%00.0%UnchangedHolders
Q1 202511,500$116.6K<0.1%00.0%UnchangedHolders
Q4 202411,500$105.6K<0.1%00.0%UnchangedHolders
Q3 202411,500$63.9K<0.1%+600+5.5%AddedHolders
Q2 202410,900$113.9K<0.1%+10,900NewHolders