TRUIST FINANCIAL CORP
Position in HEGD — Swan Hedged Equity US Large Cap ETF
CIK 92230
CHARLOTTE, NC
Position in HEGD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$360,867
+$8,558 QoQ
Shares Held
14,610
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,867 | 14,610 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $352,309 | 13,975 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $300,933 | 12,076 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $367,328 | 15,631 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $394,659 | 18,021 | Shares | Defined | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||