LAUREL OAK WEALTH MANAGEMENT, LLC
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 2111403
MARLTON, NJ
Position in HEGD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$12,065,431
+$6,441,333 QoQ
Shares Held
488,479
+119.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,065,431 | 488,479 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,624,098 | 223,090 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||