SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1079935
LOS ANGELES, CA
Position in HEGD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$655,883
-$49,341 QoQ
Shares Held
26,554
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,883 | 26,554 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $705,224 | 27,974 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $742,042 | 29,777 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $723,753 | 30,798 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $676,907 | 30,909 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $728,963 | 32,543 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $798,087 | 35,853 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $806,090 | 37,898 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||