LCM
LIEN

LVM Capital Management’s Chicago Atlantic BDC LIEN Stock Holding History

LVM Capital Management’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 		$1.58M Hold
161,326
– – 0.13% 67
2026
Q1 		$1.51M Hold
161,326
– – 0.14% 65
2025
Q4 		$1.67M Buy
+161,326
New +$1.69M 0.15% 64

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LVM Capital Management's LIEN Position: Q2 2026 in Review

LVM Capital Management held its Chicago Atlantic BDC (LIEN) position steady in Q2 2026 at 161,326 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #67.

LVM Capital Management first reported a position in LIEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2025. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • LVM Capital Management held 161,326 shares of Chicago Atlantic BDC worth $1.58M as of Q2 2026.
  • LVM Capital Management left its Chicago Atlantic BDC share count unchanged in Q2 2026.
  • Chicago Atlantic BDC made up 0.13% of LVM Capital Management's portfolio in Q2 2026, its #67 holding.
  • LVM Capital Management first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 3 quarters since.
  • LVM Capital Management's Chicago Atlantic BDC position peaked at $1.67M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.