Question 1

How many shares of ATEC does LPL Financial LLC own?

Accepted Answer

As of 2026-Q2, LPL Financial LLC holds 219,312 shares of ATEC (ALPHATEC HLDGS INC).

Question 2

What is LPL Financial LLC's ATEC position worth?

Accepted Answer

As of 2026-Q2, LPL Financial LLC's ATEC position is worth $1.9M.

Question 3

Is LPL Financial LLC buying or selling ATEC?

Accepted Answer

In 2026-Q2, LPL Financial LLC decreased their ATEC position (-26.2% change in shares).

Question 4

When did LPL Financial LLC first buy ATEC?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in ATEC in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	219,312	-26.2%	$1.9M	0.0%	$8.65	0
2026-Q1	Decreased	297,269	-1.3%	$3.2M	0.0%	$13.02	0
2025-Q4	Decreased	301,256	-17.1%	$6.3M	0.0%	$20.86	0
2025-Q3	Decreased	363,247	-12.4%	$5.3M	0.0%	$14.75	0
2025-Q2	Decreased	414,571	-0.8%	$4.6M	0.0%	$11.08	0
2025-Q1	Increased	418,061	+1.2%	$4.2M	0.0%	$10.19	27
2024-Q4	Increased	413,235	+19.9%	$4.3M	0.0%	$9.08	32
2024-Q3	Decreased	344,719	-22.4%	$1.9M	0.0%	$5.56	0