STA
LIEN

Shade Tree Advisors’s Chicago Atlantic BDC LIEN Stock Holding History

Shade Tree 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 		– Sell
-17,360
Closed -$179K – 45
2025
Q4 		$179K Buy
+17,360
New +$182K 0.14% 39

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

Shade Tree Advisors's LIEN Position: Q1 2026 in Review

Shade Tree Advisors sold out of Chicago Atlantic BDC (LIEN) in Q1 2026, closing a stake of 17,360 shares — an estimated $179K sold.

Shade Tree Advisors first reported a position in LIEN in Q4 2025 and held it in 1 quarter. The position peaked at $179K in Q4 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Shade Tree Advisors reported no remaining Chicago Atlantic BDC position as of Q1 2026 after selling out during the quarter.
  • Shade Tree Advisors sold 17,360 Chicago Atlantic BDC shares in Q1 2026, an estimated $179K.
  • Shade Tree Advisors first reported a position in Chicago Atlantic BDC in Q4 2025 and held it in 1 quarter.
  • Shade Tree Advisors's Chicago Atlantic BDC position peaked at $179K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.