Mather Group
HTFL icon

Mather Group’s Heartflow Inc HTFL Stock Holding History

Mather Group’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 		$10K Buy
+200
New +$7.59K ﹤0.01% 1644

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Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Mather Group's HTFL Position: Q3 2026 in Review

Mather Group opened a new position in Heartflow Inc (HTFL) in Q3 2026: 200 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings.

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

  • Mather Group held 200 shares of Heartflow Inc worth $10K as of Q3 2026.
  • Heartflow Inc was a new Mather Group position in Q3 2026.
  • Heartflow Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1644 holding.
  • 28 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.