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

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 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. 13 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.
  • 13 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.