Position in BEATW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$275,735
-$172,794 QoQ
Shares Held
367,647
0.0% QoQ
Ownership
0.652%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 41 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEATW Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Smith Salley Wealth Management holds $275,735 across 1 Health Information Services name. BEATW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEATW |
HeartBeam, Inc.
This page
|
367,647 | $275,735 |
All Filings in BEATW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,735 | 367,647 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $448,529 | 367,647 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $882,352 | 367,647 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $606,617 | 367,647 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $459,558 | 367,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $738,970 | 367,647 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $575,000 | 250,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $580,000 | 250,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $642,500 | 250,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $545,000 | 250,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $470,000 | 200,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $430,000 | 200,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $482,000 | 200,000 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||