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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. - Portfolio Stock Holdings

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. disclosed 2717 stock positions in a recent SEC 13F filing. $369,308,701 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 13, 2026.

Report Period:

Sept. 30, 2026

No. of Stocks:

2717

Est. Stock Holding Value:

$369,308,701

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.