HeartBeam, Inc. - COM (BEAT)

CUSIP: 42238H108

Q2 2025 13F Holders as of 30 Jun 2025

Share change
+557,350
SEC-reported price per share
$1.25
Number of holders
40
Value change
+$688,509
Number of buys
15
Number of sells
7

Security key

42238H108

Report period

Q2 2025

Institutions

40

Top holders

10

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
31 Mar 2025
13F 3/4/5 Highest disclosed value: $1,654,256 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 $1.65M.

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.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Disclosed position value Top 5
VANGUARD GROUP INC $1.65M
Smith Salley Wealth Management $739K
GEODE CAPITAL MANAGEMENT, LLC $497.3K
UBS Group AG $419.8K
KESTRA PRIVATE WEALTH SERVICES, 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
13F
class O/S missing
$1,654,256
823,013 shares
31 Mar 2025
Smith Salley Wealth Management
13F
Company
13F
class O/S missing
$738,970
367,647 shares
31 Mar 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$497,342
247,369 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
mixed-class rows
$419,791
225,950 shares
mixed-class rows
31 Mar 2025
KESTRA PRIVATE WEALTH SERVICES, LLC
13F
Company
13F
class O/S missing
$286,716
142,645 shares
31 Mar 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$279,756
139,182 shares
31 Mar 2025
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 Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
40
Shares
3,596,382
Rows available
40
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 Q2 2025 vs Q1 2026 Across Filers

Q1 2026 holders
38
Q2 2025 holders
40
Holder diff
2
Investor Q1 2026 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2026 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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