Noble Wealth Management PBC »

Swiss Helvetia Fund shares owned by Noble Wealth Management PBC

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

Historical chart of Noble Wealth Management PBC investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Swiss Helvetia Fund by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-12-31 $634k 102k 6.22
2025-09-30 $330k 54k 6.08

More positions owned by Noble Wealth Management PBC

Pimco Dynamic Income Cef (PDI)
Apple Stock (AAPL)
Spdr Gold Shares Etf (GLD)
Fidelity Enhanced International Etf Etf (FENI)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Pimco Corporate & Incm Strg Cef (PCN)
Asa Gold And Precious Mtls Lmt Cef (ASA)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Calamos Autocallable Income Etf Etf (CAIE)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Wisdomtree True Emerging Markets Fund Etf (XC)
Flaherty & Crumrine Total Retu Cef (FLC)
Invesco Qqq Trust Series I Etf (QQQ)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Innovator Equity Defined Protection Etf - 1 Yr September Etf (ZSEP)

View all positions for Noble Wealth Management PBC

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
Noble Wealth Management PBC

View all funds holding Swiss Helvetia Fund