Security key
42238H108
- Security type / class
- Equity / COM
- Total 13F shares
- 2,125,405
- Total 13F value
- $4,994,806
- Share change
- +434,377
- SEC-reported price per share
- $2.35
- Number of holders
- 32
- Value change
- +$1,020,769
- Number of buys
- 11
- Number of sells
- 3
Report period
Q4 2023
Institutions
32
Top holders
10
BEAT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 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
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
3/4/5
Highest disclosed value: $633,138
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC has the largest disclosed position value at $633.1K.
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
VANGUARD GROUP INC
$633.1K
GEODE CAPITAL MANAGEMENT, LLC
$431.1K
Smith Salley Wealth Management
$430K
UBS Group AG
$345.6K
Beacon Pointe Advisors, LLC
$286.7K
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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$633,138
294,483 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$431,052
200,436 shares
|
— | 30 Sep 2023 |
| Smith Salley Wealth Management |
13F
Company
|
—
class O/S missing
|
$430,000
200,000 shares
|
— | 30 Sep 2023 |
| UBS Group AG |
13F
Company
|
—
mixed-class rows
|
$345,550
167,734 shares
mixed-class rows
|
— | 30 Sep 2023 |
| Beacon Pointe Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$286,668
133,334 shares
|
— | 30 Sep 2023 |
| Richard Brounstein |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$233,621
112,836 shares
mixed-class rows
|
— | 10 Feb 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
32
Shares
2,125,405
Rows available
32
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
28
Q4 2023 holders
32
Holder diff
4
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend