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Farther Finance Advisors’s Heartbeam BEAT Stock Holding History

Farther Finance Advisors’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
Q2 		$4.5K Buy
+6,000
New +$5.36K ﹤0.01% 4852

Other funds holding BEAT

DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farther Finance Advisors's BEAT Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Heartbeam (BEAT) in Q2 2026: 6,000 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #4852 among its holdings.

4 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Farther Finance Advisors held 6,000 shares of Heartbeam worth $4.5K as of Q2 2026.
  • Heartbeam was a new Farther Finance Advisors position in Q2 2026.
  • Heartbeam made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4852 holding.
  • 4 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.