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Swiss Helvetia Fund shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Swiss Helvetia Fund by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 12k 6.08
2025-06-30 $76k 12k 6.34

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Microsoft Corporation (MSFT)

View all positions for Integris Wealth 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