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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ATEC holding history

Alphatec Holdings, Inc. in every 13F filed by True Wealth Design, 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)
1,318
Value
$11.4K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of ATEC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,318$11.4K<0.1%+1,122+572.4%AddedHolders
Q1 2026196$2.13K<0.1%00.0%UnchangedHolders
Q4 2025196$4.12K<0.1%−99−33.6%ReducedHolders
Q3 2025295$4.29K<0.1%+99+50.5%AddedHolders
Q2 2025196$2.18K<0.1%−484−71.2%ReducedHolders
Q1 2025680$6.90K<0.1%+453+199.6%AddedHolders
Q4 2024227$2.08K<0.1%−493−68.5%ReducedHolders
Q3 2024720$4.00K<0.1%+720NewHolders