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| Swiss Helvetia Fund Inc | |
|---|---|
| Ticker | SWZ |
| CIK # | 0000813623 |
| CUSIP | 870875101 |
| Sector | - |
| Address | c/o US Bank Global Fund Services 615 East Michigan Street, Milwaukee, WI 53202 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000813623] | 3 | |
| [0000813623] | 4 | |
| [0000813623] | 5 | |
| [0000813623] | 8-K | |
| [0000813623] | SC 13D | |
| [0000813623] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Dakos Andrew
Common Stock
|
2026-03-30 | Buy | 5,300 | $5.91 | 31,323 |
|
Dakos Andrew
Common Stock
|
2026-03-27 | Buy | 5,900 | $5.92 | 34,928 |
|
Dakos Andrew
Common Stock
|
2026-03-24 | Buy | 5,000 | $5.96 | 29,800 |
|
Dakos Andrew
Common Stock
|
2026-03-24 | Buy | 1,000 | $5.95 | 5,950 |
|
Goldstein Phillip
Common Stock
|
2026-03-18 | Buy | 10,000 | $5.98 | 59,800 |
|
Dakos Andrew
Common Stock
|
2026-03-12 | Buy | 3,324 | $6.00 | 19,944 |
|
Dakos Andrew
Common Stock
|
2026-03-11 | Buy | 1,700 | $6.00 | 10,200 |
|
Dakos Andrew
Common Stock
|
2026-03-06 | Buy | 12,500 | $5.97 | 74,625 |
|
Dakos Andrew
Common Stock
|
2026-03-05 | Buy | 12,000 | $6.01 | 72,120 |
|
Goldstein Phillip
Common Stock
|
2026-03-05 | Buy | 10,000 | $5.99 | 59,900 |
|
Goldstein Phillip
Common Stock
|
2026-03-03 | Buy | 5,000 | $6.01 | 30,050 |
|
Dakos Andrew
Common Stock
|
2026-03-02 | Buy | 9,918 | $5.95 | 59,012 |
|
Dakos Andrew
Common Stock
|
2026-03-02 | Buy | 5,000 | $6.15 | 30,750 |
|
Goldstein Phillip
Common Stock
|
2026-02-27 | Small acquisition | 68 | $6.16 | 419 |
|
Dakos Andrew
Common Stock
|
2026-02-27 | Buy | 2,000 | $6.20 | 12,400 |
|
Goldstein Phillip
Common Stock
|
2026-02-26 | Small acquisition | 256 | $6.16 | 1,577 |
|
Dakos Andrew
Common Stock
|
2026-02-26 | Buy | 5,000 | $6.17 | 30,850 |
|
Dakos Andrew
Common Stock
|
2026-02-24 | Buy | 1,348 | $6.17 | 8,317 |
|
Dakos Andrew
Common Stock
|
2026-02-24 | Buy | 326 | $6.14 | 2,002 |
|
Dakos Andrew
Common Stock
|
2026-02-23 | Buy | 2,000 | $6.13 | 12,260 |
| showing 20 of 182 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 42 | 4,953,845 |
| 2025-12-31 | 41 | 8,325,383 |
| 2025-09-30 | 42 | 6,502,105 |
| 2025-06-30 | 40 | 5,358,817 |
| 2025-03-31 | 38 | 4,433,822 |
| 2024-12-31 | 39 | 5,211,188 |
| 2024-09-30 | 39 | 5,165,111 |
| 2024-06-30 | 43 | 4,947,966 |
| 2024-03-31 | 37 | 4,754,296 |
| 2023-12-31 | 34 | 4,649,821 |
| 2023-09-30 | 33 | 4,380,651 |
| 2023-06-30 | 34 | 4,057,899 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 392,896 | 393,170 |
| Uncommon Cents Investing LLC | [2026-06-30] | SOLE | 0 | 85,036 |
| Noble Wealth Management PBC | [2026-06-30] | SOLE | 42,882 | 42,882 |
| Integris Wealth Management LLC | [2026-06-30] | SOLE | 0 | 10,053 |
| Allied Private Wealth LLC | [2026-06-30] | SOLE | 619 | 619 | Prev | Page 1 | Next |