BEAT — BIOTELEMETRY INC

Ownership history in Sigma Planning Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in BIOTELEMETRY INC (BEAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2017 Q1)
Avg. % of fund
0.01%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 61,650 +19,250 +45.4% 0.00% $148K $2.40
2025 Q3 REDUCED 42,400 -31,450 -42.6% 0.00% $70K $1.65
2025 Q2 ADDED 73,850 +400 +0.5% 0.00% $92K $1.25
2025 Q1 ADDED 73,450 +62,550 +573.9% 0.00% $148K $2.01
2017 Q1 INITIATED 10,900 — — 0.03% $316K —
% of Fund (quarterly)    BEAT price (monthly, adj. close)

Other funds also holding BEAT

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 0.08% Smith Salley Wealth Management 3Y 7Y 0.04% Cannon Financial Strategists, Inc. 0.02% ADVISORY RESEARCH INC 3Y 7Y 0.02% D'Orazio & Associates, Inc. 3Y 7Y 0.02% Activest Wealth Management 3Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% INSIGNEO ADVISORY SERVICES, LLC 3Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% Virtu Financial LLC 3Y 7Y 0.0%
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