MY Wealth Management Inc.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1827845
GERMANTOWN, MD
Position in HEGD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,454,282
+$1,761,466 QoQ
Shares Held
429,643
+11.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
53.27%
of 13F equity value
Holder Rank
#11
of 48 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,454,282 | 429,643 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $9,692,816 | 384,483 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,211,141 | 128,858 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||