Spartan Planning & Wealth Management
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1749283
GREENSBORO, NC
Position in HEGD
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$7,285,759
-$1,568,320 QoQ
Shares Held
294,970
-16.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,285,759 | 294,970 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,854,079 | 351,213 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,506,018 | 341,333 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,670,846 | 326,419 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,779,850 | 218,258 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,490,483 | 200,468 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||