IAN
LIEN

Integrated Advisors Network’s Chicago Atlantic BDC LIEN Stock Holding History

Integrated Advisors Network’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
2025
Q4 		– Sell
-83,881
Closed -$881K – 814
2025
Q3 		$881K Sell
83,881
-10,306
-11% -$110K 0.04% 389
2025
Q2 		$975K Buy
+94,187
New +$972K 0.04% 358

Other funds holding LIEN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Integrated Advisors Network's LIEN Position: Q4 2025 in Review

Integrated Advisors Network sold out of Chicago Atlantic BDC (LIEN) in Q4 2025, closing a stake of 83,881 shares — an estimated $881K sold.

Integrated Advisors Network first reported a position in LIEN in Q2 2025 and held it in 2 quarters. The position peaked at $975K in Q2 2025. 39 funds tracked by Wall St. Rank hold LIEN as of Q4 2025.

  • Integrated Advisors Network reported no remaining Chicago Atlantic BDC position as of Q4 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 83,881 Chicago Atlantic BDC shares in Q4 2025, an estimated $881K.
  • Integrated Advisors Network first reported a position in Chicago Atlantic BDC in Q2 2025 and held it in 2 quarters.
  • Integrated Advisors Network's Chicago Atlantic BDC position peaked at $975K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q4 2025.

Based on Integrated Advisors Network's 13F filing for Q4 2025, filed 17 Feb 2026.