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
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 $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Seneca House Advisors's LIEN Position: Q1 2026 in Review

Seneca House Advisors increased its Chicago Atlantic BDC (LIEN) stake by 0.4% in Q1 2026, buying an estimated $1.02K and bringing the position to 24,888 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #91.

Seneca House Advisors first reported a position in LIEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $367K in Q2 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Seneca House Advisors held 24,888 shares of Chicago Atlantic BDC worth $232K as of Q1 2026.
  • Seneca House Advisors bought 100 Chicago Atlantic BDC shares in Q1 2026, an estimated $1.02K.
  • Chicago Atlantic BDC made up 0.09% of Seneca House Advisors's portfolio in Q1 2026, its #91 holding.
  • Seneca House Advisors first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 4 quarters since.
  • Seneca House Advisors's Chicago Atlantic BDC position peaked at $367K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.