Spire Wealth Management
LIEN icon

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
Q3 		$1.91K Hold
200
– – ﹤0.01% 1999
2026
Q2 		$1.95K Buy
+200
New +$1.93K ﹤0.01% 2020

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TPWM
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Spire Wealth Management's LIEN Position: Q3 2026 in Review

Spire Wealth Management held its Chicago Atlantic BDC (LIEN) position steady in Q3 2026 at 200 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Spire Wealth Management first reported a position in LIEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.95K in Q2 2026. 18 funds tracked by Wall St. Rank hold LIEN as of Q3 2026.

  • Spire Wealth Management held 200 shares of Chicago Atlantic BDC worth $1.91K as of Q3 2026.
  • Spire Wealth Management left its Chicago Atlantic BDC share count unchanged in Q3 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1999 holding.
  • Spire Wealth Management first reported a position in Chicago Atlantic BDC in Q2 2026 and has held it in 2 quarters since.
  • Spire Wealth Management's Chicago Atlantic BDC position peaked at $1.95K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.