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Swiss Helvetia Fund shares owned by B&l Asset Management

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

Historical chart of B&l Asset Management investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by B&l 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $88k 15k 6.08
2025-06-30 $92k 15k 6.34

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View all positions for B&l Asset Management

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Deschutes Portfolio Strategy
CSS
Gardner Russo & Gardner
Rivernorth Capital Management
Saba Capital Management
Shaker Financial Services
Karpus Investment Management
Blue Bell Private Wealth Management
Yakira Capital Management
Uncommon Cents Investing
Commonwealth Equity Services
Uhlmann Price Securities
Brooklyn Capital Management
Boothbay Fund Management

View all funds holding Swiss Helvetia Fund