Global Retirement Partners, LLC
PensionPosition in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1749744
San Rafael, CA
Position in HEGD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$211,067
-$6,167 QoQ
Shares Held
7,917
-8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 48 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,067 | 7,917 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $217,234 | 8,617 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $214,312 | 8,600 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $198,575 | 8,450 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $180,320 | 8,050 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,816 | 1,025 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||