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Heartbeam shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Heartbeam

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

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Quarterly reported holdings in Heartbeam by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 10k 2.40

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Heartbeam

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

View all funds holding Heartbeam