MFIM
LIEN

Mesirow Financial Investment Management’s Chicago Atlantic BDC LIEN Stock Holding History

Mesirow Financial Investment 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 		$121K Hold
12,433
– – ﹤0.01% 512
2026
Q1 		$116K Hold
12,433
– – ﹤0.01% 503
2025
Q4 		$128K Hold
12,433
– – ﹤0.01% 472
2025
Q3 		$131K Hold
12,433
– – ﹤0.01% 532
2025
Q2 		$129K Buy
+12,433
New +$128K ﹤0.01% 511

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
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
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

Mesirow Financial Investment Management's LIEN Position: Q2 2026 in Review

Mesirow Financial Investment Management held its Chicago Atlantic BDC (LIEN) position steady in Q2 2026 at 12,433 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Mesirow Financial Investment Management first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $131K in Q3 2025. 14 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Mesirow Financial Investment Management held 12,433 shares of Chicago Atlantic BDC worth $121K as of Q2 2026.
  • Mesirow Financial Investment Management left its Chicago Atlantic BDC share count unchanged in Q2 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #512 holding.
  • Mesirow Financial Investment Management first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • Mesirow Financial Investment Management's Chicago Atlantic BDC position peaked at $131K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.