BWP
LIEN

Bernardo Wealth Planning’s Chicago Atlantic BDC LIEN Stock Holding History

Bernardo Wealth Planning’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96K Hold
10,278
– – 0.02% 127
2025
Q4 		$106K Hold
10,278
– – 0.02% 126
2025
Q3 		$108K Hold
10,278
– – 0.02% 126
2025
Q2 		$106K Buy
+10,278
New +$106K 0.02% 117

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Bernardo Wealth Planning's LIEN Position: Q1 2026 in Review

Bernardo Wealth Planning held its Chicago Atlantic BDC (LIEN) position steady in Q1 2026 at 10,278 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #127.

Bernardo Wealth Planning first reported a position in LIEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Bernardo Wealth Planning held 10,278 shares of Chicago Atlantic BDC worth $96K as of Q1 2026.
  • Bernardo Wealth Planning left its Chicago Atlantic BDC share count unchanged in Q1 2026.
  • Chicago Atlantic BDC made up 0.02% of Bernardo Wealth Planning's portfolio in Q1 2026, its #127 holding.
  • Bernardo Wealth Planning first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 4 quarters since.
  • Bernardo Wealth Planning's Chicago Atlantic BDC position peaked at $108K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Bernardo Wealth Planning's 13F filing for Q1 2026, filed 15 Apr 2026.