J.w. Cole Advisors »

Heartbeam shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Heartbeam (BEAT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Heartbeam

Tip: Access up to 7 years of quarterly data

All positions including Heartbeam held by J.w. Cole Advisors 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 Heartbeam by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3k 11k 0.75

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

Top funds holding Heartbeam

Vanguard Capital Management
BlackRock
Corsair Capital Management
Bleichroeder
Geode Capital Management
Smith, Salley & Associates
UBS Group
Vanguard Fiduciary Trust
Sigma Planning
Beacon Pointe Advisors
Comprehensive Portfolio Management
O'shaughnessy Asset Management
Kestra Private Wealth Services
Raymond James Financial
State Street Corporation

View all funds holding Heartbeam