Back to HTFL
HB Wealth Management, LLC → HTFL
HB Wealth Management, LLC HTFL Position History
Heartflow, Inc. • Healthcare
Quarters held
3
Latest value
$236K
Q3 2026
Peak value
$613K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $613K |
| Q2 2026 | $519K |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 4.7K | — | — |
| Q2 2026 | $519K | 17.7K | — | — |
| Q1 2026 | $613K | 25.2K | — | — |