Empire Financial Management Company, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1971875
NEW YORK, NY
Position in HEGD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,805
+$21,820 QoQ
Shares Held
11,133
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#38
of 48 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,805 | 11,133 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $274,985 | 11,133 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $250,410 | 9,933 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $247,530 | 9,933 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||