Park Square Financial Group, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2058285
ROSWELL, GA
Position in HEGD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,735
-$127,163 QoQ
Shares Held
799
-86.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
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 | $19,735 | 799 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $146,898 | 5,827 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $149,146 | 5,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $139,542 | 5,938 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $128,903 | 5,886 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $201,039 | 8,975 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||