HeartBeam, Inc. - BEAT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 1,084,210 | 2,602 | 0.0% | 0.0% | 1 | -34,182 | -3.06% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 892,165 | 2,141 | 0.0% | 0.0% | 2 | +802,121 | 890.81% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 453,719 | 1,088 | 0.0% | 0.0% | 3 | +261,166 | 135.63% | Q4 2025 | Jan 29, 2026 |
| Smith Salley Wealth Management | History | No change | 367,647 | 882 | 0.04% | 0.03% | 4 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 305,740 | 733 | 0.0% | 0.0% | 5 | +12,142 | 4.14% | Q4 2025 | Feb 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 208,191 | 499 | 0.01% | 0.0% | 6 | +69,009 | 49.58% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 175,189 | 420 | 0.01% | 0.0% | 7 | -800 | -0.45% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 139,182 | 334 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 125,473 | 301 | 0.0% | 0.0% | 9 | +47,100 | 60.1% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 102,050 | 244 | 0.0% | 0.0% | 10 | +14,000 | 15.9% | Q4 2025 | Feb 18, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 94,400 | 226 | 0.08% | 0.04% | 11 | +20,000 | 26.88% | Q4 2025 | Jan 26, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 72,788 | 174 | 0.02% | 0.02% | 12 | -5,951 | -7.56% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 61,650 | 147 | 0.0% | 0.0% | 14 | +19,250 | 45.4% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 61,632 | 147 | 0.0% | 0.0% | 13 | -8,989 | -12.73% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 58,164 | 139 | 0.0% | 0.0% | 15 | +8,649 | 17.47% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 51,000 | 122 | 0.0% | 0.0% | 16 | -49,000 | -49.0% | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 50,000 | 120 | 0.02% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 48,987 | 117 | 0.01% | 0.01% | 18 | +16,000 | 48.5% | Q4 2025 | Feb 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 30,645 | 73 | 0.01% | — | 19 | +30,645 | New | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 29,322 | 70 | 0.0% | — | 20 | +29,322 | New | Q4 2025 | Feb 23, 2026 |
| Activest Wealth Management | History | New | 25,500 | 61 | 0.01% | — | 21 | +25,500 | New | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,827 | 54 | 0.0% | — | 22 | +22,827 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 15,000 | 36 | 0.0% | — | 23 | +15,000 | New | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 15,000 | 36 | 0.0% | — | 24 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,000 | 26 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 10,631 | 25 | 0.0% | — | 26 | +10,631 | New | Q4 2025 | Feb 12, 2026 |
| Clarity Financial LLC | History | New | 10,504 | 25 | 0.0% | — | 27 | +10,504 | New | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | New | 10,000 | 24 | 0.0% | — | 29 | +10,000 | New | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 10,000 | 24 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,250 | 22 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,000 | 7 | 0.0% | — | 31 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 1,928 | 4 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Abound Wealth Management | History | New | 1,600 | 3 | 0.0% | — | 34 | +1,600 | New | Q4 2025 | Jan 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,250 | 3 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,000 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 2 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 500 | 1 | 0.0% | — | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,927 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,200 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,543 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| bLong Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | 0.0% | — | -3,889 | -99.97% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,288 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Litman Gregory Wealth Management LLC | History | New | 400 | 0 | — | — | — | +400 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57 | 0 | — | — | — | +26 | 83.87% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Mar 31, 2026 |