Financial Consulate’s Heartflow Inc HTFL Stock Holding History

Financial Consulate’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	$896	Buy	+18	New	+$683	﹤0.01%	1329

Other funds holding HTFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Financial Consulate's HTFL Position: Q3 2026 in Review

Financial Consulate opened a new position in Heartflow Inc (HTFL) in Q3 2026: 18 shares worth $896. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings.

28 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

Financial Consulate held 18 shares of Heartflow Inc worth $896 as of Q3 2026.
Heartflow Inc was a new Financial Consulate position in Q3 2026.
Heartflow Inc made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1329 holding.
28 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.