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Heartbeam Inc (BEAT)

CUSIP: 42238H108 | NYSE | Healthcare · Health Information Services | Micro Cap | 91 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AStrome Mark E
with Strome Group, Inc., Strome Investment Management LP, Strome Mezzanine Fund II, LP
3,764,2006.8%New 5%+ stakeApr 16, 2026No 13F filer matched
13D/AStrome Mark E3,764,200
6.8% of class · Apr 16, 2026New 5%+ stake
with Strome Group, Inc., Strome Investment Management LP, Strome Mezzanine Fund II, LP
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC480,465
0.0% of portfolio›$176.2K
Sigma Planning Corp387,200
0.0% of portfolio›$141.9K
Smith Salley Wealth Management367,647
0.0% of portfolio›$134.8K
Ritholtz Wealth Management280,161
0.0% of portfolio›$102.7K
Kestra Private Wealth Services, LLC170,439
0.0% of portfolio›$62.5K
Spectrum Asset Management, Inc. (NB )100,400
0.0% of portfolio›$36.8K
Cannon Financial Strategists, Inc.92,645
0.0% of portfolio›$34.0K
Truist Financial Corp15,000
0.0% of portfolio›$5.5K
Farther Finance Advisors, LLC12,000
0.0% of portfolio›$4.4K
J.W. Cole Advisors, Inc.11,000
0.0% of portfolio›$4.0K
Commonwealth Equity Services, LLC10,723
0.0% of portfolio›$3.9K
HB Wealth Management, LLC10,000
0.0% of portfolio›$3.7K
Harbour Investments, Inc.5,750
0.0% of portfolio›$2.1K
Blue Trust, Inc.1,928
0.0% of portfolio›$707
Larson Financial Group LLC1,250
0.0% of portfolio›$458
StyleTurnoverLocationFiled
Geode Capital Management, LLC
480,465$176.2K0.0%IndexVery LowBoston, MA2026-11-06
Sigma Planning Corp
387,200$141.9K0.0%CoreMediumAnn Arbor, MI2026-10-23
Smith Salley Wealth Management
367,647$134.8K0.0%GrowthLowGreensboro, NC2026-11-03
Ritholtz Wealth Management
280,161$102.7K0.0%CoreLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
170,439$62.5K0.0%GrowthLowAustin, TX2026-11-06
Spectrum Asset Management, Inc. (NB )
100,400$36.8K0.0%ValueMediumNewport Beach, CA2026-10-19
Cannon Financial Strategists, Inc.
92,645$34.0K0.0%ETFVery LowAthens, GA2026-10-19
Truist Financial Corp
15,000$5.5K0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
12,000$4.4K0.0%IndexLowSan Francisco, CA2026-10-08
J.W. Cole Advisors, Inc.
11,000$4.0K0.0%CoreLowTampa, FL2026-11-05
Commonwealth Equity Services, LLC
10,723$3.9K0.0%ETFLowWaltham, MA2026-11-02
HB Wealth Management, LLC
10,000$3.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Harbour Investments, Inc.
5,750$2.1K0.0%ETFLowMadison, WI2026-11-09
Blue Trust, Inc.
1,928$7070.0%ETFLowBrentwood, TN2026-10-15
Larson Financial Group LLC
1,250$4580.0%GrowthLowSt Louis, MO2026-11-05