Advisor Resource Council
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1820879
DALLAS, TX
Position in HEGD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$218,101
-$146,612 QoQ
Shares Held
8,830
-39.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,101 | 8,830 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $364,713 | 14,467 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $357,028 | 14,327 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $980,178 | 44,757 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,199,914 | 57,883 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,590,908 | 235,190 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $306,795 | 16,936 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||