HeartBeam, Inc. - *W EXP 10/31/202 (BEATW)

CUSIP: 42238H116

Q4 2023 13F Holders as of 31 Dec 2023

Share change
-9,033
SEC-reported price per share
$0.40
Number of holders
4
Value change
-$2,025
Number of sells
4

Security key

42238H116

Report period

Q4 2023

Institutions

4

Top holders

4

Ownership snapshot

Top reported holders of BEATW - HeartBeam, Inc. - *W EXP 10/31/202 (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.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
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
13F
—
denominator unverified
$633,138
294,483 shares
— 30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$431,052
200,436 shares
— 30 Sep 2023
Smith Salley Wealth Management
13F
Company
13F
—
denominator unverified
$430,000
200,000 shares
— 30 Sep 2023
UBS Group AG
13F
Company
13F
—
mixed-class rows
$345,550
167,734 shares
mixed-class rows
— 30 Sep 2023
Beacon Pointe Advisors, LLC
13F
Company
13F
—
denominator unverified
$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
4
Shares
566,527
Rows available
4
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 Q2 2026 Across Filers

Q2 2026 holders
6
Q4 2023 holders
4
Holder diff
-2
Investor Q2 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q2 2026 value Q4 2023 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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