BEAT — HEARTBEAM INC

Ownership history in SMART Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in HEARTBEAM 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
0.02% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 12,000 — 0% 0.01% $20K $1.65
2025 Q2 UNCHANGED 12,000 — 0% 0.00% $15K $1.25
2025 Q1 REDUCED 12,000 -12,983 -52.0% 0.01% $24K $2.01
2024 Q4 INITIATED 24,983 — — 0.02% $57K $2.30
% 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% Sigma Planning Corp 3Y 7Y 0.0%
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