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Swiss Helvetia Fund shares owned by Logan Stone Capital

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Logan Stone Capital from 13F filings

Historical chart of Logan Stone Capital investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Logan Stone Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Logan Stone Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $173k 28k 6.22
2024-12-31 $238k 32k 7.49
2024-06-30 $163k 20k 8.07

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View all positions for Logan Stone Capital

Top funds holding Swiss Helvetia Fund

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

View all funds holding Swiss Helvetia Fund