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Disclosery

BEAT HEARTBEAM INC

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COM (common), issuer CIK 1779372

41 managers (41 13F filers) reported a position in BEAT shares at 2025-06-30, 3,596,382 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
7
Added
8
Reduced
5
Sold out
2
Shares held by filers
3,596,382

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC1,118,392$1.4M<0.01%+295,37913F-HRTimelineGroup
Smith Salley Wealth Management367,647$460K0.03%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC254,866$319K<0.01%+7,49713F-HRTimelineGroup
Beacon Pointe Advisors, LLC247,058$309K<0.01%+147,05813F-HRTimeline
UBS Group AGin group UBS Group AG199,267$249K<0.01%-3,77013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC142,645$178K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139,182$174K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT139,182$174K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,000$125K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.88,208$110K<0.01%+14,39913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP78,373$98K<0.01%013F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)74,400$93K0.04%013F-HRTimeline
Sigma Planning Corp73,850$92.3K<0.01%+40013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY72,722$90.9K<0.01%013F-HRTimelineGroup
Cannon Financial Strategists, Inc.68,739$85.9K0.01%-11,65213F-HRTimeline
ADVISORY RESEARCH INC50,000$62.5K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,515$61.9K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,472$48.1K<0.01%-20,29413F-HRTimelineGroup
D'Orazio & Associates, Inc.32,987$41.2K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,632$37K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,178$35.2K<0.01%+14,24213F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC27,345$34K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC23,798$29.7K<0.01%new13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,999$28.7K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP20,851$26K<0.01%new13F-HRTimeline
LPL Financial LLC16,000$20K<0.01%-8,13213F-HRTimeline
Merit Financial Group, LLC15,274$19.1K<0.01%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co14,543$18.2K<0.01%013F-HRTimelineGroup
SMART Wealth LLC12,000$15K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11,000$13.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,250$12.8K<0.01%013F-HRTimeline
Texas Capital Bank Wealth Management Se…10,000$12.5K<0.01%013F-HRTimeline
bLong Financial, LLC10,000$12.5K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,560$3.2K<0.01%+76013F-HRTimelineGroup
Blue Trust, Inc.1,928$2.41K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,250$1.56K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,000$1.25K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,000$1.25K<0.01%-10,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$1.25K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/269$336<0.01%+8013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.