Kingsview Wealth Management, LLC

Position in HEGD — Swan Hedged Equity US Large Cap ETF

CIK 1791965 GRANTS PASS, OR

Position in HEGD

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,160,403

+$55,449 QoQ

Shares Held

43,526

-2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#22

of 48 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,160,403	43,526	-2.7%	Shares	Sole	2026-08-19
2026-03-31	$1,104,954	44,735	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$1,143,223	45,348	-5.0%	Shares	Sole	2026-02-09
2025-09-30	$1,189,780	47,744	-11.2%	Shares	Sole	2025-11-12
2025-06-30	$1,262,984	53,744	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$1,188,272	54,259	-13.0%	Shares	Sole	2025-05-02
2024-12-31	$1,396,864	62,360	-29.1%	Shares	Sole	2025-01-28
2024-09-30	$1,957,588	87,942	-8.6%	Shares	Sole	2024-11-12
2024-06-30	$2,046,854	96,232	+41.3%	Shares	Sole	2024-08-14
2024-03-31	$1,411,319	68,081	+279.6%	Shares	Sole	2024-05-09
2023-12-31	$350,110	17,936	-3.3%	Shares	Sole	2024-02-08
2023-09-30	$336,015	18,549	0.0%	Shares	Sole	2023-11-07
2023-06-30	$343,249	18,549	-3.1%	Shares	Sole	2023-08-10
2023-03-31	$336,838	19,144	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$328,589	19,143	-8.8%	Shares	Sole	2023-02-13
2022-09-30	$352,929	20,979	-5.1%	Shares	Sole	2022-11-15
2022-06-30	$376,566	22,099	+30.2%	Shares	Sole	2022-08-16
2022-03-31	$317,488	16,978	-15.7%	Shares	Sole	2024-02-08
2021-12-31	$392,833	20,135	0.0%	Shares	Sole	2022-02-17
2021-09-30	$367,463	20,135	+68.8%	Shares	Sole	2021-12-03
2021-06-30	$215,789	11,930	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.