Question 1

Does LPL Financial own ATEC stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 219,312 shares of ATEC (Alphatec), worth $1.9M.

Question 2

How many shares of ATEC does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 219,312 shares of ATEC (Alphatec).

Question 3

What is LPL Financial's ATEC position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's ATEC position is worth $1.9M.

Question 4

Is LPL Financial buying or selling ATEC?

Accepted Answer

In Q2 2026, LPL Financial reduced its ATEC position by 77,957 shares (-26.2%).

Question 5

When did LPL Financial first buy ATEC?

Accepted Answer

LPL Financial already held ATEC in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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%	$10.88	0
2025-Q4	Decreased	301,256	-17.1%	$6.3M	0.0%	$21.04	0
2025-Q3	Decreased	363,247	-12.4%	$5.3M	0.0%	$14.54	0
2025-Q2	Decreased	414,571	-0.8%	$4.6M	0.0%	$11.10	0
2025-Q1	Increased	418,061	+1.2%	$4.2M	0.0%	$10.14	27
2024-Q4	Increased	413,235	+19.9%	$4.3M	0.0%	$9.18	32
2024-Q3	Decreased	344,719	-22.4%	$1.9M	0.0%	$5.56	0