Berthel, Fisher & Company Financial Services, Inc.

CIK: 0000717799 | CEDAR RAPIDS, IA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	2389	$743.2M	2026-10-30	SEC ↗
Q1 2026	13F-HR	2458	$740.6M	2026-10-30	SEC ↗
Q4 2025	13F-HR	2673	$759.2M	2026-10-30	SEC ↗
Q3 2025	13F-HR	2424	$706.1M	2026-10-30	SEC ↗
Q2 2025	13F-HR	2348	$637.8M	2026-10-30	SEC ↗
Q1 2025	13F-HR	2255	$602.8M	2026-10-30	SEC ↗
Q4 2024	13F-HR	2096	$590.7M	2026-10-30	SEC ↗
Q3 2024	13F-HR	2170	$633.0M	2026-10-30	SEC ↗