Northeast Financial Consultants’s Chicago Atlantic BDC LIEN Stock Holding History

Northeast Financial Consultants’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 Q2	$851K	Buy	+82,192	New	+$848K	0.03%	168

Other funds holding LIEN

ICM

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BMCM

Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northeast Financial Consultants's LIEN Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in Chicago Atlantic BDC (LIEN) in Q2 2025: 82,192 shares worth $851K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

29 funds tracked by Wall St. Rank hold LIEN as of Q2 2025.

Northeast Financial Consultants held 82,192 shares of Chicago Atlantic BDC worth $851K as of Q2 2025.
Chicago Atlantic BDC was a new Northeast Financial Consultants position in Q2 2025.
Chicago Atlantic BDC made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #168 holding.
29 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.