Ritholtz Wealth Management
LIEN icon

Ritholtz Wealth Management’s Chicago Atlantic BDC LIEN Stock Holding History

Ritholtz Wealth 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
Q3 		$397K Sell
41,609
-12,738
-23% -$125K 0.01% 977
2026
Q2 		$531K Buy
54,347
+19,650
+57% +$190K 0.01% 836
2026
Q1 		$324K Sell
34,697
-52
-0.1% -$529 0.01% 946
2025
Q4 		$359K Hold
34,749
– – 0.01% 823
2025
Q3 		$365K Sell
34,749
-162
-0.5% -$1.72K 0.01% 776
2025
Q2 		$361K Buy
+34,911
New +$360K 0.01% 741

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Firethorn Wealth Partners
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Closed-End Fund Advisors
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Sage Mountain Advisors
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EntreWealth
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TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Ritholtz Wealth Management's LIEN Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Chicago Atlantic BDC (LIEN) stake by 23% in Q3 2026, selling an estimated $125K and leaving 41,609 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #977.

Ritholtz Wealth Management first reported a position in LIEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $531K in Q2 2026. 18 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • Ritholtz Wealth Management held 41,609 shares of Chicago Atlantic BDC worth $397K as of Q3 2026.
  • Ritholtz Wealth Management sold 12,738 Chicago Atlantic BDC shares in Q3 2026, an estimated $125K.
  • Chicago Atlantic BDC made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #977 holding.
  • Ritholtz Wealth Management first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Chicago Atlantic BDC position peaked at $531K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.