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Swiss Helvetia Fund shares owned by TrueMark Investments

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

Historical chart of TrueMark Investments investment in Swiss Helvetia Fund

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

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Quarterly reported holdings in Swiss Helvetia Fund by TrueMark Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $95k 15k 6.22

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Top funds holding Swiss Helvetia Fund

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

View all funds holding Swiss Helvetia Fund