RIVERCHASE WEALTH MANAGEMENT, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2055985
Flower Mound, TX
Position in HEGD
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$809,838
-$16,722 QoQ
Shares Held
32,787
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $809,838 | 32,787 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $826,560 | 32,787 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $832,751 | 33,417 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $785,299 | 33,417 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $731,832 | 33,417 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $754,969 | 33,704 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||