SHA
LIEN

Seneca House Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

Seneca House 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
Q2 		$247K Buy
25,322
+434
+2% +$4.19K 0.09% 92
2026
Q1 		$232K Buy
24,888
+100
+0.4% +$1.02K 0.09% 91
2025
Q4 		$256K Buy
24,788
+66
+0.3% +$691 0.1% 90
2025
Q3 		$260K Sell
24,722
-10,769
-30% -$115K 0.1% 82
2025
Q2 		$367K Buy
+35,491
New +$366K 0.16% 65

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

Seneca House Advisors's LIEN Position: Q2 2026 in Review

Seneca House Advisors increased its Chicago Atlantic BDC (LIEN) stake by 1.7% in Q2 2026, buying an estimated $4.19K and bringing the position to 25,322 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #92.

Seneca House Advisors first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q2 2025. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Seneca House Advisors held 25,322 shares of Chicago Atlantic BDC worth $247K as of Q2 2026.
  • Seneca House Advisors bought 434 Chicago Atlantic BDC shares in Q2 2026, an estimated $4.19K.
  • Chicago Atlantic BDC made up 0.09% of Seneca House Advisors's portfolio in Q2 2026, its #92 holding.
  • Seneca House Advisors first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • Seneca House Advisors's Chicago Atlantic BDC position peaked at $367K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.