EverSource Wealth Advisors, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1710537
BIRMINGHAM, AL
Position in HEGD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$455,615
+$94,432 QoQ
Shares Held
18,446
+28.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $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. | ||||||