CREATIVE FINANCIAL DESIGNS INC /ADV
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 819864
KOKOMO, IN
All Filings in HEGD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,907 | 5,057 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $128,495 | 5,097 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $129,509 | 5,197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $124,479 | 5,297 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $116,004 | 5,297 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $119,660 | 5,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $118,912 | 5,342 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $112,411 | 5,285 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $445,715 | 21,501 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $391,063 | 20,034 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $425,485 | 23,488 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $443,805 | 23,983 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $453,651 | 25,783 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $508,324 | 29,614 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $536,670 | 31,901 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $562,814 | 33,029 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $590,041 | 31,553 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $516,332 | 26,465 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $298,022 | 16,330 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $171,926 | 9,505 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $66,697 | 3,880 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||