HARBOUR INVESTMENTS, INC.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 810121
MADISON, WI
All Filings in HEGD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,603 | 5,499 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $135,825 | 5,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,781 | 3,601 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $70,623 | 2,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,643 | 538 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,782 | 538 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,051 | 538 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,975 | 538 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,443 | 538 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,152 | 538 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $10,501 | 538 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $15,180 | 838 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,622 | 520 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,870 | 220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,776 | 220 | Shares | Sole | 2023-02-16 | |
| 2021-12-31 | $11,218 | 575 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $25,093 | 1,375 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,400 | 575 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,884 | 575 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||