Sigma Planning Corp
BEAT icon

Sigma Planning Corp’s Heartbeam BEAT Stock Holding History

Sigma Planning Corp’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 		$142K Buy
387,200
+139,500
+56% +$70.2K ﹤0.01% 1286
2026
Q2 		$186K Buy
247,700
+115,150
+87% +$103K ﹤0.01% 1345
2026
Q1 		$162K Buy
132,550
+70,900
+115% +$113K ﹤0.01% 1258
2025
Q4 		$148K Buy
61,650
+19,250
+45% +$33K ﹤0.01% 1244
2025
Q3 		$70K Sell
42,400
-31,450
-43% -$40.4K ﹤0.01% 1269
2025
Q2 		$92.3K Buy
73,850
+400
+0.5% +$664 ﹤0.01% 1212
2025
Q1 		$148K Buy
+73,450
New +$156K ﹤0.01% 1141

Other funds holding BEAT

Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sigma Planning Corp's BEAT Position: Q3 2026 in Review

Sigma Planning Corp increased its Heartbeam (BEAT) stake by 56% in Q3 2026, buying an estimated $70.2K and bringing the position to 387,200 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Sigma Planning Corp first reported a position in BEAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $186K in Q2 2026. 8 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

  • Sigma Planning Corp held 387,200 shares of Heartbeam worth $142K as of Q3 2026.
  • Sigma Planning Corp bought 139,500 Heartbeam shares in Q3 2026, an estimated $70.2K.
  • Heartbeam made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1286 holding.
  • Sigma Planning Corp first reported a position in Heartbeam in Q1 2025 and has held it in 7 quarters since.
  • Sigma Planning Corp's Heartbeam position peaked at $186K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.