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Disclosery

BEAT HEARTBEAM INC

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COM (common), issuer CIK 1779372

36 managers (36 13F filers) reported a position in BEAT shares at 2025-03-31, 3,039,032 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
10
Reduced
5
Sold out
2
Shares held by filers
3,039,032

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC823,013$1.65M<0.01%+59,31013F-HRTimelineGroup
Smith Salley Wealth Management367,647$739K0.05%+117,64713F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC247,369$497K<0.01%+5,53013F-HRTimelineGroup
UBS Group AGin group UBS Group AG203,037$408K<0.01%+43,03513F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC142,645$287K<0.01%+38,29913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139,182$280K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT139,182$280K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,000$201K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC100,000$201K<0.01%-33,33413F-HRTimeline
Cannon Financial Strategists, Inc.80,391$162K0.03%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP78,373$158K<0.01%013F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)74,400$150K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.73,809$148K<0.01%-95713F-HRTimelineGroup
Sigma Planning Corp73,450$148K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY72,722$146K<0.01%+66,66613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,766$118K<0.01%+15,16613F-HRTimelineGroup
ADVISORY RESEARCH INC50,000$100K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,515$99.5K<0.01%013F-HRTimelineGroup
D'Orazio & Associates, Inc.32,987$66.3K0.01%013F-HRTimeline
LPL Financial LLC24,132$48.5K<0.01%+2,40013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co14,543$29.2K<0.01%013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,936$28K<0.01%new13F-HRTimelineGroup
SMART Wealth LLC12,000$24.1K0.01%-12,98313F-HRTimeline
NewEdge Advisors, LLC11,000$22.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11,000$22.1K<0.01%new13F-HRTimeline
Cetera Investment Advisers10,400$20.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,250$20.6K<0.01%-4,00013F-HRTimeline
Texas Capital Bank Wealth Management Se…10,000$20.1K<0.01%013F-HRTimeline
bLong Financial, LLC10,000$20.1K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,800$3.62K<0.01%+3013F-HRTimelineGroup
Larson Financial Group LLC1,250$2.51K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,000$2.01K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$2.01K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189$380<0.01%+913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44$88<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.