EverSource Wealth Advisors, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in HEGD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,615 | 18,446 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $361,183 | 14,327 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $182,214 | 7,312 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $184,851 | 7,866 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,275 | 6,177 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||