Barnes Wealth Management Group, Inc
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2066194
Bakersfield, CA
Position in HEGD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,320,165
+$155,665 QoQ
Shares Held
53,448
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.76%
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 | $1,320,165 | 53,448 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,164,500 | 46,192 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $938,387 | 37,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $889,945 | 37,870 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $633,545 | 28,929 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $540,265 | 24,119 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||