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Broadview Financial Management, LLCETFConcentrated long-term

CIK: 0001697024 | WAUWATOSA, WI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR43$163.8M2026-08-13SEC ↗
Q1 2026
13F-HR40$146.4M2026-05-04SEC ↗
Q4 2025
13F-HR41$149.4M2026-02-13SEC ↗
Q3 2025
13F-HR41$148.3M2025-11-06SEC ↗
Q2 2025
13F-HR40$147.2M2025-08-06SEC ↗
Q1 2025
13F-HR39$134.0M2025-05-14SEC ↗
Q4 2024
13F-HR41$139.8M2025-02-03SEC ↗
Q3 2024
13F-HR42$147.7M2024-11-25SEC ↗
Q2 2024
13F-HR40$137.3M2024-08-01SEC ↗
Q1 2024
13F-HR40$137.3M2024-05-10SEC ↗
Q4 2023
13F-HR39$129.6M2024-02-14SEC ↗
Q3 2023
13F-HR36$108.1M2023-11-15SEC ↗
Q2 2023
13F-HR40$117.1M2023-08-14SEC ↗
Q1 2023
13F-HR41$114.6M2023-04-28SEC ↗
Q4 2022
13F-HR43$111.3M2023-02-14SEC ↗
Q3 2022
13F-HR39$99.8M2023-02-14SEC ↗
Q2 2022
13F-HR39$1.1M2022-08-03SEC ↗
Q1 2022
13F-HR49$1.2M2022-04-21SEC ↗
Q4 2021
13F-HR48$1.2M2022-02-16SEC ↗
Q3 2021
13F-HR46$129.3K2021-11-08SEC ↗
Q2 2021
13F-HR47$132.8K2021-07-21SEC ↗
Q1 2021
13F-HR44$128.7K2021-05-14SEC ↗
Q4 2020
13F-HR46$130.4K2021-02-08SEC ↗
Q3 2020
13F-HR44$118.7K2020-11-06SEC ↗
Q2 2020
13F-HR45$125.0K2020-08-12SEC ↗
Q1 2020
13F-HR40$111.9K2020-05-11SEC ↗
Q4 2019
13F-HR44$143.7K2020-02-05SEC ↗
Q3 2019
13F-HR44$134.6K2019-10-30SEC ↗
Q2 2019
13F-HR46$132.9K2019-08-02SEC ↗
Q1 2019
13F-HR45$128.4K2019-05-03SEC ↗
Q4 2018
13F-HR52$112.5K2019-01-28SEC ↗
Q3 2018
13F-HR38$111.3K2018-11-06SEC ↗
Q2 2018
13F-HR37$102.4K2018-08-08SEC ↗
Q1 2018
13F-HR37$101.3K2018-05-11SEC ↗
Q4 2017
13F-HR38$103.1K2018-02-14SEC ↗