HB Wealth Management, LLC

Position in HTFL — Heartflow, Inc.

CIK 1911253 Atlanta, GA

Position in HTFL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$519,024

-$94,432 QoQ

Shares Held

17,690

-29.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,800,240 across 5 Health Information Services names. HTFL ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	9,340	$1,657,569
2	HTFL	Heartflow, Inc. This page	17,690	$519,024
3	HQY	Healthequity, Inc.	4,671	$421,884
4	EVH	Evolent Health, Inc.	35,842	$194,263
5	BEAT	HeartBeam, Inc.	10,000	$7,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,024	17,690	-29.8%	Shares	Sole	2026-07-29
2026-03-31	$613,456	25,214	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.