BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CIK 717799
13F filing for Q1 2026・No. 2,879
- Holdings
- US$740.55M
- Quarter change
- −US$18.62M
- Entries
- 2,458
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
This institution's holdings are being worked out. Check back in a few minutes.
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled October 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.