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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

BEAT holding history

HeartBeam, Inc. in every 13F filed by Abound Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of BEAT by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,600−100.0%Sold outHolders
Q4 20251,600$3.84K<0.1%+1,600NewHolders