Skip to content
Disclosery

Swan Global Investments, LLC: HEGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swan Global Investments, LLC on HEGD, newest first. How the timeline and the estimate are built.

Swan Global Investments, LLC held 1,569,429 HEGD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,569,429 shares
    Change vs previous 13F -22,752 shares

    1.91% of the 13F portfolio, value $41,840,977.

    13F-HR 0001591505-26-000004 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,592,181 shares
    Change vs previous 13F -1,220,057 shares

    2.11% of the 13F portfolio, value $39,326,871.

    13F-HR 0001591505-26-000003 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,812,238 shares
    Change vs previous 13F +303,498 shares

    3.36% of the 13F portfolio, value $70,896,520.

    13F-HR 0001591505-26-000002 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,508,740 shares
    Change vs previous 13F -261,002 shares

    2.76% of the 13F portfolio, value $62,517,801.

    13F-HR 0001591505-25-000006 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,769,742 shares
    Change vs previous 13F -44,751 shares

    3.01% of the 13F portfolio, value $65,088,937.

    13F-HR 0001591505-25-000004 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,814,493 shares
    Change vs previous 13F -15,594 shares

    3.13% of the 13F portfolio, value $61,637,397.

    13F-HR 0001591505-25-000003 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,830,087 shares
    Change vs previous 13F +113,620 shares

    3.06% of the 13F portfolio, value $63,393,949.

    13F-HR 0001591505-25-000001 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,716,467 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $60,468,555.

    13F-HR 0001591505-24-000006 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).