Broadview Financial Management, LLC

Q1 2026 13F-HR Holdings

Location
Wauwatosa, WI
Holdings as of
3/31/2026
Value ($000)
$146,426,934
Num holdings
40
Date filed
5/4/2026
Form type
13F-HR
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SEC
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Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type