BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Name: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 13F Holdings
Creator: 13F Insight

$743M in tracked AUM across 2,389 positions as of Q2 2026.

CIK 0000717799 · last filed Jun 30, 2026

Total AUM

$743M

as of Q2 2026

Holdings

2,389

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

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