Steward Partners Investment Advisory, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1723397
STAMFORD, CT
Position in HEGD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,256
+$3,107 QoQ
Shares Held
1,585
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 48 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,256 | 1,585 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $39,149 | 1,585 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,957 | 1,585 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,498 | 1,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,247 | 1,585 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,711 | 1,585 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||