EntreWealth’s Chicago Atlantic BDC LIEN Stock Holding History

EntreWealth’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 Q3	$271K	Buy	28,426 +16,278	+134%	+$160K	0.1%	123
2026 Q2	$114K	Buy	+12,148	New	+$117K	0.04%	139

Other funds holding LIEN

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

EntreWealth's LIEN Position: Q3 2026 in Review

EntreWealth increased its Chicago Atlantic BDC (LIEN) stake by 134% in Q3 2026, buying an estimated $160K and bringing the position to 28,426 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #123.

EntreWealth first reported a position in LIEN in Q2 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

EntreWealth held 28,426 shares of Chicago Atlantic BDC worth $271K as of Q3 2026.
EntreWealth bought 16,278 Chicago Atlantic BDC shares in Q3 2026, an estimated $160K.
Chicago Atlantic BDC made up 0.1% of EntreWealth's portfolio in Q3 2026, its #123 holding.
EntreWealth first reported a position in Chicago Atlantic BDC in Q2 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.