D'Orazio & Associates
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D'Orazio & Associates’s Heartbeam BEAT Stock Holding History

D'Orazio & Associates’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-48,987
Closed -$36.7K – 332
2026
Q2 		$36.7K Hold
48,987
– – ﹤0.01% 320
2026
Q1 		$59.8K Hold
48,987
– – 0.01% 295
2025
Q4 		$118K Buy
48,987
+16,000
+49% +$27.4K 0.02% 279
2025
Q3 		$54.4K Hold
32,987
– – 0.01% 277
2025
Q2 		$41.2K Hold
32,987
– – 0.01% 278
2025
Q1 		$66.3K Hold
32,987
– – 0.01% 254
2024
Q4 		$75.9K Hold
32,987
– – 0.01% 239
2024
Q3 		$76.5K Hold
32,987
– – 0.01% 239
2024
Q2 		$84.8K Hold
32,987
– – 0.01% 211
2024
Q1 		$71.9K Hold
32,987
– – 0.01% 198
2023
Q4 		$77.5K Hold
32,987
– – 0.01% 178
2023
Q3 		$70.9K Hold
32,987
– – 0.02% 149
2023
Q2 		$79.5K Hold
32,987
– – 0.02% 133
2023
Q1 		$74.9K Hold
32,987
– – 0.02% 135
2022
Q4 		$161K Buy
32,987
+6,487
+24% +$28.1K 0.04% 136
2022
Q3 		$103K Buy
+26,500
New +$42.2K 0.03% 124

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Kestra Private Wealth Services
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Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
J.W. Cole Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D'Orazio & Associates's BEAT Position: Q3 2026 in Review

D'Orazio & Associates sold out of Heartbeam (BEAT) in Q3 2026, closing a stake of 48,987 shares — an estimated $36.7K sold.

D'Orazio & Associates first reported a position in BEAT in Q3 2022 and held it in 16 quarters. The position peaked at $161K in Q4 2022. 13 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

  • D'Orazio & Associates reported no remaining Heartbeam position as of Q3 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 48,987 Heartbeam shares in Q3 2026, an estimated $36.7K.
  • D'Orazio & Associates first reported a position in Heartbeam in Q3 2022 and held it in 16 quarters.
  • D'Orazio & Associates's Heartbeam position peaked at $161K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.