LIEN β€” CHICAGO ATLANTIC BDC INC

Ownership history in Sowell Financial Services LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Sowell Financial Services LLC reported a position in CHICAGO ATLANTIC BDC INC (LIEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2025 Q4)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    LIEN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 478,208 β€” β€” 0.18% $4.9M $10.33

🏒 Other funds also holding LIEN

As of 2025 Q4 β€” sorted by position size

INTREPID CAPITAL MANAGEMENT INC 3Y 7Y 3.03% Black Maple Capital Management LP 3Y 7Y 0.98% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.15% Sage Mountain Advisors LLC 3Y 0.15% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.14% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.12% Wick Capital Partners, LLC 3Y 0.1% Seneca House Advisors 3Y 7Y 0.1% Twelve Points Wealth Management LLC 3Y 0.06% FreeGulliver LLC 0.05%
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