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Heartflow Inc/Sh shares owned by True Wealth Design

Quarter-by-quarter ownership of Heartflow Inc/Sh (HTFL) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Heartflow Inc/Sh

Tip: Access up to 7 years of quarterly data

All positions including Heartflow Inc/Sh held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heartflow Inc/Sh by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7k 151 24.33

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Heartflow Inc/Sh

Bain Capital Life Sciences Investors
Wellington Management Company
FMR
Bamco
Henderson Group
Vanguard Portfolio Management
Invesco
Vanguard Capital Management
Vanguard Group
BlackRock
Ubs Global Asset Management Americas
Summit Partners Public Asset Management
Alliancebernstein
Millennium Management
Baillie Gifford & Co

View all funds holding Heartflow Inc/Sh