HRT Financial
LIEN icon

HRT Financial’s Chicago Atlantic BDC LIEN Stock Holding History

HRT Financial’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 		$124K Buy
+13,056
New +$128K ﹤0.01% 4050
2025
Q3 		– Sell
-16,763
Closed -$173K – 3865
2025
Q2 		$173K Buy
+16,763
New +$173K ﹤0.01% 2107

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CF
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Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

HRT Financial's LIEN Position: Q3 2026 in Review

HRT Financial opened a new position in Chicago Atlantic BDC (LIEN) in Q3 2026: 13,056 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #4050 among its holdings. This is a return to the name: HRT Financial previously reported a position in LIEN as recently as Q2 2025.

HRT Financial first reported a position in LIEN in Q2 2025 and has held it in 2 quarters since. The position peaked at $173K in Q2 2025. 37 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • HRT Financial held 13,056 shares of Chicago Atlantic BDC worth $124K as of Q3 2026.
  • Chicago Atlantic BDC was a new HRT Financial position in Q3 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of HRT Financial's portfolio in Q3 2026, its #4050 holding.
  • HRT Financial first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 2 quarters since.
  • HRT Financial's Chicago Atlantic BDC position peaked at $173K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.