Farther Finance Advisors
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Farther Finance Advisors’s Alphatec Holdings ATEC Stock Holding History

Farther Finance Advisors’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19K Buy
1,842
+1,282
+229% +$12.2K ﹤0.01% 4176
2026
Q2 		$4.98K Buy
560
+150
+37% +$1.37K ﹤0.01% 4806
2026
Q1 		$4.62K Buy
410
+81
+25% +$1.18K ﹤0.01% 4540
2025
Q4 		$6.92K Buy
329
+160
+95% +$2.96K ﹤0.01% 4145
2025
Q3 		$2.46K Buy
169
+15
+10% +$209 ﹤0.01% 4064
2025
Q2 		$1.71K Buy
154
+69
+81% +$793 ﹤0.01% 3754
2025
Q1 		$857 Hold
85
– – ﹤0.01% 3660
2024
Q4 		$780 Hold
85
– – ﹤0.01% 3328
2024
Q3 		$473 Sell
85
-17
-17% -$131 ﹤0.01% 3447
2024
Q2 		$1.02K Hold
102
– – ﹤0.01% 3074
2024
Q1 		$1.42K Buy
102
+10
+11% +$148 ﹤0.01% 2638
2023
Q4 		$1.39K Buy
+92
New +$1.1K ﹤0.01% 2593

Other funds holding ATEC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors's ATEC Position: Q3 2026 in Review

Farther Finance Advisors increased its Alphatec Holdings (ATEC) stake by 229% in Q3 2026, buying an estimated $12.2K and bringing the position to 1,842 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

Farther Finance Advisors first reported a position in ATEC in Q4 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Farther Finance Advisors held 1,842 shares of Alphatec Holdings worth $19K as of Q3 2026.
  • Farther Finance Advisors bought 1,282 Alphatec Holdings shares in Q3 2026, an estimated $12.2K.
  • Alphatec Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4176 holding.
  • Farther Finance Advisors first reported a position in Alphatec Holdings in Q4 2023 and has held it in 12 quarters since.
  • 22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.