Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- Latest filing
- Aug 18, 2026
BEAT holding history
HeartBeam, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BEAT overviewAll 13F holders of BEATFull Q2 2026 holdings
- Shares (Q2 2026)
- 247,058
- Value
- $185.3K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 247,058 | $185.3K | <0.1% | −400−0.2% | Reduced | Holders |
| Q1 2026 | 247,458 | $301.9K | <0.1% | +247,458 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −247,058−100.0% | Sold out | Holders |
| Q2 2025 | 247,058 | $308.8K | <0.1% | +147,058+147.1% | Added | Holders |
| Q1 2025 | 100,000 | $201.0K | <0.1% | −33,334−25.0% | Reduced | Holders |
| Q4 2024 | 133,334 | $306.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 133,334 | $309.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 133,334 | $342.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 133,334 | $290.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 133,334 | $313.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 133,334 | $286.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 133,334 | $321.3K | <0.1% | +133,334 | New | Holders |