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Larson Financial Group’s Heartbeam BEAT Stock Holding History

Larson Financial Group’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
Q1 		$1.52K Hold
1,250
– – ﹤0.01% 3041
2025
Q4 		$3K Hold
1,250
– – ﹤0.01% 2669
2025
Q3 		$2.06K Hold
1,250
– – ﹤0.01% 2699
2025
Q2 		$1.56K Hold
1,250
– – ﹤0.01% 2502
2025
Q1 		$2.51K Hold
1,250
– – ﹤0.01% 2106
2024
Q4 		$2.88K Hold
1,250
– – ﹤0.01% 1799
2024
Q3 		$2.9K Hold
1,250
– – ﹤0.01% 1785
2024
Q2 		$3.21K Hold
1,250
– – ﹤0.01% 1527
2024
Q1 		$2.73K Hold
1,250
– – ﹤0.01% 1311
2023
Q4 		$2.94K Hold
1,250
– – ﹤0.01% 1295
2023
Q3 		$2.69K Hold
1,250
– – ﹤0.01% 1300
2023
Q2 		$3.01K Hold
1,250
– – ﹤0.01% 1197
2023
Q1 		$2.84K Hold
1,250
– – ﹤0.01% 1192
2022
Q4 		$6.1K Hold
1,250
– – ﹤0.01% 990
2022
Q3 		$5K Hold
1,250
– – ﹤0.01% 943
2022
Q2 		$2K Buy
+1,250
New +$1.88K ﹤0.01% 1009

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Larson Financial Group's BEAT Position: Q1 2026 in Review

Larson Financial Group held its Heartbeam (BEAT) position steady in Q1 2026 at 1,250 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Larson Financial Group first reported a position in BEAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.1K in Q4 2022. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Larson Financial Group held 1,250 shares of Heartbeam worth $1.52K as of Q1 2026.
  • Larson Financial Group left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3041 holding.
  • Larson Financial Group first reported a position in Heartbeam in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Heartbeam position peaked at $6.1K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.