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Swiss Helvetia Fund shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Swiss Helvetia Fund

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All positions including Swiss Helvetia Fund held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7k 619 5.93

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Top funds holding Swiss Helvetia Fund

CSS
Allspring Global Investments Holdings
ICON Advisers
Deschutes Portfolio Strategy
Saba Capital Management
Rivernorth Capital Management
Shaker Financial Services
Evolve Private Wealth
Yakira Capital Management
Gardner Russo & Gardner
Blue Bell Private Wealth Management
Uncommon Cents Investing
Alpine Partners VI
Commonwealth Equity Services
Morgan Stanley

View all funds holding Swiss Helvetia Fund