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Disclosery

LIEN CHICAGO ATLANTIC BDC INC

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COM (common), issuer CIK 1843162

39 managers (39 13F filers) reported a position in LIEN shares at 2025-12-31, 3,421,033 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
9
Added
7
Reduced
10
Sold out
4
Shares held by filers
3,421,033

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INTREPID CAPITAL MANAGEMENT INC759,303$7.84M3.03%013F-HRTimeline
Sowell Financial Services LLC478,208$4.94M0.18%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP382,865$3.95M0.01%+34,42313F-HR/ATimelineGroup
Sage Mountain Advisors LLC268,088$2.77M0.15%+61,72113F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…190,655$1.97M<0.01%-5,22913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT166,274$1.72M0.14%-17,43113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI161,326$1.67M0.15%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.138,482$1.43M<0.01%new13F-HRTimelineGroup
Black Maple Capital Management LP135,920$1.4M1.05%-20,67613F-HRTimeline
CDC Financial, Inc.127,118$1.31M1.15%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC77,818$804K0.01%013F-HRTimelineGroup
Wick Capital Partners, LLC53,324$551K0.1%-5,86213F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,544$532K<0.01%-49,41113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC46,410$479K<0.01%-2,13713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC39,001$403K<0.01%-1,58413F-HRTimelineGroup
Gladstone Institutional Advisory LLC38,600$399K0.02%+25,60013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,749$359K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,784$339K<0.01%+16,90313F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC31,846$329K0.12%+13,12713F-HRTimeline
Twelve Points Wealth Management LLC26,233$272K0.06%013F-HRTimeline
Seneca House Advisors24,788$256K0.1%+6613F-HRTimeline
HighTower Advisors, LLC21,403$221K<0.01%+66013F-HRTimeline
Shade Tree Advisors LLC17,360$179K0.14%new13F-HRTimeline
Icon Wealth Advisors, LLC14,255$147K0.01%013F-HRTimeline
Closed-End Fund Advisors, Inc.12,718$131K0.08%13F-HRTimeline
Mesirow Financial Investment Management…12,433$128K<0.01%013F-HRTimeline
FreeGulliver LLC12,241$126K0.06%013F-HRTimeline
SAGE RHINO CAPITAL LLC10,901$113K0.02%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,737$111K<0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC10,277$110K<0.01%new13F-HRTimeline
Bernardo Wealth Planning LLC10,278$106K0.02%013F-HRTimeline
MATHER GROUP, LLC.10,215$106K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,146$63.5K<0.01%new13F-HR/ATimelineGroup
Triumph Capital Management3,105$32.1K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$31K<0.01%-27,42413F-HR/ATimelineGroup
Vision Retirement, LLC400$4.13K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA194$2K<0.01%-1,47713F-HRTimelineGroup
UBS Group AGin group UBS Group AG32$331<0.01%-5913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$26<0.01%013F-HR/ATimelineGroup