FWP
LIEN

Firethorn Wealth Partners’s Chicago Atlantic BDC LIEN Stock Holding History

Firethorn Wealth Partners’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
Q2 		$378K Buy
38,654
+2,980
+8% +$28.8K 0.12% 144
2026
Q1 		$333K Buy
35,674
+3,828
+12% +$38.9K 0.12% 142
2025
Q4 		$329K Buy
31,846
+13,127
+70% +$138K 0.12% 134
2025
Q3 		$197K Sell
18,719
-696
-4% -$7.41K 0.08% 177
2025
Q2 		$201K Buy
+19,415
New +$200K 0.09% 162

Other funds holding LIEN

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Firethorn Wealth Partners's LIEN Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Chicago Atlantic BDC (LIEN) stake by 8.4% in Q2 2026, buying an estimated $28.8K and bringing the position to 38,654 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #144.

Firethorn Wealth Partners first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Firethorn Wealth Partners held 38,654 shares of Chicago Atlantic BDC worth $378K as of Q2 2026.
  • Firethorn Wealth Partners bought 2,980 Chicago Atlantic BDC shares in Q2 2026, an estimated $28.8K.
  • Chicago Atlantic BDC made up 0.12% of Firethorn Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Firethorn Wealth Partners first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.