Blueprint Financial Advisors LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2054129
GREENSBOTO, NC
Position in HEGD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,847,673
+$3,954,668 QoQ
Shares Held
857,002
+12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.32%
of 13F equity value
Holder Rank
#6
of 48 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,847,673 | 857,002 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,893,005 | 764,899 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,502,299 | 733,927 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,158,541 | 688,545 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $10,656,968 | 453,488 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,208,433 | 237,828 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||