Security key
42238H108
- Security type / class
- Equity / COM
- Total 13F shares
- 1,704,011
- Total 13F value
- $3,663,739
- Share change
- +76,651
- SEC-reported price per share
- $2.15
- Number of holders
- 28
- Value change
- +$159,793
- Number of buys
- 6
- Number of sells
- 10
Report period
Q3 2023
Institutions
28
Top holders
10
BEAT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
HeartBeam, Inc. SEC filings
HeartBeam, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42238H108
Recent filing periods:
Ownership snapshot
Top reported holders of BEAT - HeartBeam, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
GEODE CAPITAL MANAGEMENT,...
Disclosed value leader
GEODE CAPITAL MANAGEMENT,...
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
3/4/5
Highest disclosed value: $502,523
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
GEODE CAPITAL MANAGEMENT, LLC has the largest disclosed position value at $502.5K.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Disclosed position value
Top 5
GEODE CAPITAL MANAGEMENT, LLC
$502.5K
Smith Salley Wealth Management
$482K
UBS Group AG
$388.8K
VANGUARD GROUP INC
$375.1K
Beacon Pointe Advisors, LLC
$321.3K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$502,523
208,516 shares
|
— | 30 Jun 2023 |
| Smith Salley Wealth Management |
13F
Company
|
—
class O/S missing
|
$482,000
200,000 shares
|
— | 30 Jun 2023 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$388,784
161,321 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$375,090
155,639 shares
|
— | 30 Jun 2023 |
| Beacon Pointe Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$321,335
133,334 shares
|
— | 30 Jun 2023 |
| ADVISORY RESEARCH INC |
13F
Company
|
—
class O/S missing
|
$241,000
100,000 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
1,704,011
Rows available
28
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
28
Q3 2023 holders
28
Holder diff
0
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend