Sage Mountain Advisors
LIEN icon

Sage Mountain Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

Sage Mountain Advisors’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 		$294K Hold
30,797
– – 0.02% 175
2026
Q2 		$301K Sell
30,797
-184,779
-86% -$1.78M 0.02% 184
2026
Q1 		$2.01M Sell
215,576
-52,512
-20% -$534K 0.14% 65
2025
Q4 		$2.77M Buy
268,088
+61,721
+30% +$647K 0.15% 73
2025
Q3 		$2.17M Buy
206,367
+196,116
+1,913% +$2.09M 0.12% 88
2025
Q2 		$106K Buy
+10,251
New +$106K 0.01% 437

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Condor Capital Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Sage Mountain Advisors's LIEN Position: Q3 2026 in Review

Sage Mountain Advisors held its Chicago Atlantic BDC (LIEN) position steady in Q3 2026 at 30,797 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #175.

Sage Mountain Advisors first reported a position in LIEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 31 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • Sage Mountain Advisors held 30,797 shares of Chicago Atlantic BDC worth $294K as of Q3 2026.
  • Sage Mountain Advisors left its Chicago Atlantic BDC share count unchanged in Q3 2026.
  • Chicago Atlantic BDC made up 0.02% of Sage Mountain Advisors's portfolio in Q3 2026, its #175 holding.
  • Sage Mountain Advisors first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 6 quarters since.
  • Sage Mountain Advisors's Chicago Atlantic BDC position peaked at $2.77M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.