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Swiss Helvetia Fund shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 15k 5.93

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Top funds holding Swiss Helvetia Fund

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Allspring Global Investments Holdings
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Deschutes Portfolio Strategy
Saba Capital Management
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Gardner Russo & Gardner
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Alpine Partners VI
Noble Wealth Management PBC
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