SWM
LIEN

Spire Wealth Management’s Chicago Atlantic BDC LIEN Stock Holding History

Spire Wealth Management’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 		$1.95K Buy
+200
New +$1.93K ﹤0.01% 2020

Other funds holding LIEN

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Spire Wealth Management's LIEN Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Chicago Atlantic BDC (LIEN) in Q2 2026: 200 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings.

3 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Spire Wealth Management held 200 shares of Chicago Atlantic BDC worth $1.95K as of Q2 2026.
  • Chicago Atlantic BDC was a new Spire Wealth Management position in Q2 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2020 holding.
  • 3 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.