Savant Capital
LIEN icon

Savant Capital’s Chicago Atlantic BDC LIEN Stock Holding History

Savant Capital’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 		$149K Sell
15,625
-3,015
-16% -$29.7K ﹤0.01% 2258
2026
Q2 		$182K Buy
+18,640
New +$180K ﹤0.01% 1755

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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
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Bernardo Wealth Planning
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Savant Capital's LIEN Position: Q3 2026 in Review

Savant Capital reduced its Chicago Atlantic BDC (LIEN) stake by 16% in Q3 2026, selling an estimated $29.7K and leaving 15,625 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Savant Capital first reported a position in LIEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $182K in Q2 2026. 17 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • Savant Capital held 15,625 shares of Chicago Atlantic BDC worth $149K as of Q3 2026.
  • Savant Capital sold 3,015 Chicago Atlantic BDC shares in Q3 2026, an estimated $29.7K.
  • Chicago Atlantic BDC made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #2258 holding.
  • Savant Capital first reported a position in Chicago Atlantic BDC in Q2 2026 and has held it in 2 quarters since.
  • Savant Capital's Chicago Atlantic BDC position peaked at $182K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.