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Heartbeam shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Heartbeam (BEAT) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Heartbeam

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All positions including Heartbeam held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heartbeam by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 139k 1.65
2025-06-30 $174k 139k 1.25
2025-03-31 $280k 139k 2.01
2024-12-31 $320k 139k 2.30
2024-09-30 $323k 139k 2.32

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View all positions for Comprehensive Portfolio Management

Top funds holding Heartbeam

Vanguard Group
Smith, Salley & Associates
Geode Capital Management
UBS Group
Kestra Private Wealth Services
Comprehensive Portfolio Management
O'shaughnessy Asset Management
Stifel Financial
BlackRock
Raymond James Financial
Cannon Financial Strategists
State Street Corporation
Spectrum Asset Management
Morgan Stanley
Advisory Research

View all funds holding Heartbeam