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LPL Financial LLC: ATEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on ATEC, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 219,312 ATEC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,312 shares
    Change vs previous 13F -77,957 shares

    <0.01% of the 13F portfolio, value $1,897,049.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 297,269 shares
    Change vs previous 13F -3,987 shares

    <0.01% of the 13F portfolio, value $3,234,287.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 301,256 shares
    Change vs previous 13F -61,991 shares

    <0.01% of the 13F portfolio, value $6,338,426.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 363,247 shares
    Change vs previous 13F -51,324 shares

    <0.01% of the 13F portfolio, value $5,281,612.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 414,571 shares
    Change vs previous 13F -3,490 shares

    <0.01% of the 13F portfolio, value $4,601,738.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 418,061 shares
    Change vs previous 13F +4,826 shares

    <0.01% of the 13F portfolio, value $4,210,520.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 413,235 shares
    Change vs previous 13F +68,516 shares

    <0.01% of the 13F portfolio, value $4,275,996.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 344,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,916,638.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).