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Farther Finance Advisors’s Heartflow Inc HTFL Stock Holding History

Farther Finance Advisors’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.91K Sell
159
-13
-8% -$493 ﹤0.01% 4759
2026
Q2 		$5.13K Buy
172
+79
+85% +$2.37K ﹤0.01% 4786
2026
Q1 		$2.28K Buy
+93
New +$2.52K ﹤0.01% 4854

Other funds holding HTFL

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's HTFL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Heartflow Inc (HTFL) stake by 7.6% in Q3 2026, selling an estimated $493 and leaving 159 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4759.

Farther Finance Advisors first reported a position in HTFL in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Farther Finance Advisors held 159 shares of Heartflow Inc worth $7.91K as of Q3 2026.
  • Farther Finance Advisors sold 13 Heartflow Inc shares in Q3 2026, an estimated $493.
  • Heartflow Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4759 holding.
  • Farther Finance Advisors first reported a position in Heartflow Inc in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.