Prosperity Financial Group, Inc.
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 1991334
San Ramon, CA
Position in HEGD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$360,348
-$2,449 QoQ
Shares Held
14,589
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEGD Over Time
Shares Held
Position Value (USD)
All Filings in HEGD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,348 | 14,589 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $362,797 | 14,391 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $371,233 | 14,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $364,226 | 15,499 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $214,554 | 9,797 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||