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Swiss Helvetia Fund shares owned by Hrt Financial

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Swiss Helvetia Fund

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All positions including Swiss Helvetia Fund held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Hrt Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 35k 5.93

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View all positions for Hrt Financial

Top funds holding Swiss Helvetia Fund

CSS
Bank of America Corporation
Deschutes Portfolio Strategy
ICON Advisers
Saba Capital Management
Shaker Financial Services
Logan Stone Capital
Blue Bell Private Wealth Management
Evolve Private Wealth
Yakira Capital Management
Almitas Capital
Landscape Capital Management
Gardner Russo & Gardner
Uncommon Cents Investing
Alpine Partners VI

View all funds holding Swiss Helvetia Fund