TFC Financial Management, Inc.

Position in HTFL — Heartflow, Inc.

CIK 1827844 BOSTON, MA

Position in HTFL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,631,245

+$278,546 QoQ

Shares Held

55,598

0.0% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#76

of 191 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

TFC Financial Management, Inc. holds $1,640,901 across 5 Health Information Services names. HTFL ranks #1 (99.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTFL	Heartflow, Inc. This page	55,598	$1,631,245
2	VEEV	Veeva Systems Inc	33	$5,856
3	TXG	10x Genomics, Inc.	57	$2,185
4	HQY	Healthequity, Inc.	11	$993
5	DOCS	Doximity, Inc.	30	$622

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,631,245	55,598	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,352,699	55,598	+4533.2%	Shares	Sole	2026-04-23
2025-09-30	$40,392	1,200	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.