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Swiss Helvetia Fund shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Evolve 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $868k 146k 5.93

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View all positions for Evolve Private Wealth

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
CSS
Deschutes Portfolio Strategy
Saba Capital Management
ICON Advisers
Rivernorth Capital Management
Yakira Capital Management
Brooklyn Capital Management
Evolve Private Wealth
Gardner Russo & Gardner
Shaker Financial Services
Sit Investment Associates
Uncommon Cents Investing
Commonwealth Equity Services
Noble Wealth Management PBC

View all funds holding Swiss Helvetia Fund