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Heartbeam shares owned by LPL Financial

Quarter-by-quarter ownership of Heartbeam (BEAT) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Heartbeam

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All positions including Heartbeam held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heartbeam by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 16k 1.65
2025-06-30 $20k 16k 1.25
2025-03-31 $49k 24k 2.01
2024-12-31 $50k 22k 2.30

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View all positions for LPL Financial

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