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Heartbeam shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Heartbeam

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heartbeam by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $148k 62k 2.40
2025-09-30 $70k 42k 1.65
2025-06-30 $92k 74k 1.25
2025-03-31 $148k 74k 2.01

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Top funds holding Heartbeam

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

View all funds holding Heartbeam