Congress Wealth Management LLC / DE / »

Alphatec Holdings shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Alphatec Holdings (ATEC) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Alphatec Holdings

Tip: Access up to 7 years of quarterly data

All positions including Alphatec Holdings held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alphatec Holdings by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 93k 11.10
2025-03-31 $941k 93k 10.14

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Alphatec Holdings

BlackRock
Vanguard Group
UBS Group
American Century Companies
Royal Bank of Canada
Bnp Paribas Investment Partners
Deutsche Bank Aktiengesellschaft
Nuveen
Geode Capital Management
State Street Corporation
Next Century Growth Investors
Intrinsic Edge Capital Management
Morgan Stanley
HPM Partners
Two Sigma Investments

View all funds holding Alphatec Holdings