AWM
REFI

Ariadne Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Ariadne Wealth Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,743
Closed -$197K – 256
2025
Q2 		$197K Hold
13,743
– – 0.09% 209
2025
Q1 		$206K Buy
+13,743
New +$214K 0.11% 201

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Ariadne Wealth Management's REFI Position: Q3 2025 in Review

Ariadne Wealth Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q3 2025, closing a stake of 13,743 shares — an estimated $197K sold.

Ariadne Wealth Management first reported a position in REFI in Q1 2025 and held it in 2 quarters. The position peaked at $206K in Q1 2025. 97 funds tracked by Wall St. Rank hold REFI as of Q3 2025.

  • Ariadne Wealth Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 13,743 Chicago Atlantic Real Estate Finance shares in Q3 2025, an estimated $197K.
  • Ariadne Wealth Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2025 and held it in 2 quarters.
  • Ariadne Wealth Management's Chicago Atlantic Real Estate Finance position peaked at $206K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2025.

Based on Ariadne Wealth Management's 13F filing for Q3 2025, filed 20 Nov 2025.