MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1965241
ST. LOUIS, MO
Position in HEGD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,366,064
+$3,141,072 QoQ
Shares Held
126,259
+1286.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#17
of 48 holders
Holding Since
Dec 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 | $3,366,064 | 126,259 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $224,992 | 9,109 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $229,637 | 9,109 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||