Financial Designs Corp
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1561383
CLAREMONT, CA
Position in HEGD
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$13,494,647
-$273,870 QoQ
Shares Held
546,342
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
40.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,494,647 | 546,342 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,768,517 | 546,153 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,164,089 | 528,254 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,297,197 | 523,285 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,438,545 | 522,308 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||