Swiss Helvetia Fund shares owned by Ancora Advisors
Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Ancora Advisors
from 13F filings
Historical chart of Ancora Advisors investment in Swiss Helvetia Fund
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Quarterly reported holdings in Swiss Helvetia Fund by Ancora Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5k | 1.1k | 6.08 |
| 2025-06-30 | $6.8k | 1.1k | 6.34 |
| 2025-03-31 | $9.8k | 1.1k | 9.22 |
| 2024-12-31 | $8.0k | 1.1k | 7.49 |
| 2024-09-30 | $9.6k | 1.1k | 8.95 |
| 2024-06-30 | $8.6k | 1.1k | 8.07 |
| 2024-03-31 | $8.5k | 1.1k | 7.93 |
| 2023-12-31 | $8.8k | 1.1k | 8.20 |
| 2023-09-30 | $8.2k | 1.1k | 7.64 |
| 2023-06-30 | $8.8k | 1.1k | 8.22 |
| 2023-03-31 | $8.5k | 1.1k | 7.93 |
| 2022-12-31 | $8.0k | 1.1k | 7.49 |
| 2022-09-30 | $7.0k | 1.1k | 6.55 |
| 2022-06-30 | $8.0k | 1.1k | 7.49 |
| 2022-03-31 | $9.0k | 1.1k | 8.35 |
| 2021-12-31 | $11k | 1.1k | 10.20 |
| 2021-09-30 | $10k | 1.1k | 9.28 |
| 2021-06-30 | $10k | 1.1k | 9.28 |
| 2021-03-31 | $9.0k | 1.1k | 8.35 |
| 2020-12-31 | $10k | 1.1k | 9.28 |
| 2020-09-30 | $9.0k | 1.1k | 8.35 |
| 2020-06-30 | $8.0k | 1.1k | 7.42 |
| 2020-03-31 | $7.8k | 1.1k | 7.19 |
| 2019-12-31 | $7.8k | 1.1k | 7.19 |
| 2018-09-30 | $113k | 13k | 8.45 |
| 2018-06-30 | $186k | 15k | 12.24 |
| 2018-03-31 | $310k | 25k | 12.29 |
| 2017-12-31 | $195k | 15k | 12.83 |
| 2017-09-30 | $198k | 16k | 12.79 |
| 2017-06-30 | $198k | 16k | 12.79 |
| 2017-03-31 | $460k | 40k | 11.58 |
| 2016-12-31 | $406k | 40k | 10.21 |
| 2016-09-30 | $189k | 18k | 10.66 |
| 2016-06-30 | $183k | 18k | 10.33 |
| 2016-03-31 | $177k | 17k | 10.15 |
| 2015-12-31 | $194k | 17k | 11.13 |
| 2015-09-30 | $189k | 17k | 10.84 |
| 2015-06-30 | $204k | 17k | 11.70 |
| 2015-03-31 | $0 | 0 | 0.00 |
| 2014-12-31 | $194k | 17k | 11.13 |
| 2014-09-30 | $236k | 17k | 13.54 |
| 2014-06-30 | $254k | 17k | 14.57 |
| 2014-03-31 | $251k | 17k | 14.40 |
| 2013-12-31 | $319k | 23k | 13.95 |
| 2013-09-30 | $325k | 23k | 14.21 |
| 2013-06-30 | $282k | 23k | 12.33 |
| 2013-03-31 | $280k | 23k | 12.24 |
| 2012-12-31 | $258k | 23k | 11.28 |
| 2012-09-30 | $374k | 35k | 10.77 |
| 2012-06-30 | $342k | 34k | 10.14 |
| 2012-03-31 | $314k | 28k | 11.20 |