LPL Financial
BEAT icon

LPL Financial’s Heartbeam BEAT Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-16,000
Closed -$26.4K – 5887
2025
Q3 		$26.4K Hold
16,000
– – ﹤0.01% 5713
2025
Q2 		$20K Sell
16,000
-8,132
-34% -$13.5K ﹤0.01% 5474
2025
Q1 		$48.5K Buy
24,132
+2,400
+11% +$5.11K ﹤0.01% 5156
2024
Q4 		$50K Buy
+21,732
New +$54.7K ﹤0.01% 5100

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $8.11B AUM 24.74% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's BEAT Position: Q4 2025 in Review

LPL Financial sold out of Heartbeam (BEAT) in Q4 2025, closing a stake of 16,000 shares — an estimated $26.4K sold.

LPL Financial first reported a position in BEAT in Q4 2024 and held it in 4 quarters. The position peaked at $50K in Q4 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

  • LPL Financial reported no remaining Heartbeam position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 16,000 Heartbeam shares in Q4 2025, an estimated $26.4K.
  • LPL Financial first reported a position in Heartbeam in Q4 2024 and held it in 4 quarters.
  • LPL Financial's Heartbeam position peaked at $50K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.