HB Wealth Management’s Heartbeam BEAT Stock Holding History

HB Wealth Management’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	$3.67K	Hold	10,000	–	–	﹤0.01%	1881
2026 Q2	$7.5K	Hold	10,000	–	–	﹤0.01%	1711
2026 Q1	$12.2K	Hold	10,000	–	–	﹤0.01%	1540
2025 Q4	$24K	Buy	+10,000	New	+$17.2K	﹤0.01%	1389

Other funds holding BEAT

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HB Wealth Management's BEAT Position: Q3 2026 in Review

HB Wealth Management held its Heartbeam (BEAT) position steady in Q3 2026 at 10,000 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

HB Wealth Management first reported a position in BEAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $24K in Q4 2025. 6 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

HB Wealth Management held 10,000 shares of Heartbeam worth $3.67K as of Q3 2026.
HB Wealth Management left its Heartbeam share count unchanged in Q3 2026.
Heartbeam made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1881 holding.
HB Wealth Management first reported a position in Heartbeam in Q4 2025 and has held it in 4 quarters since.
HB Wealth Management's Heartbeam position peaked at $24K in Q4 2025.
6 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.