SteelPeak Wealth’s Chicago Atlantic BDC LIEN Stock Holding History

SteelPeak Wealth’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	–	Sell	-10,277	Closed	-$99.5K	–	712
2026 Q1	$99.5K	Hold	10,277	–	–	﹤0.01%	556
2025 Q4	$110K	Buy	+10,277	New	+$108K	﹤0.01%	515

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SteelPeak Wealth's LIEN Position: Q2 2026 in Review

SteelPeak Wealth sold out of Chicago Atlantic BDC (LIEN) in Q2 2026, closing a stake of 10,277 shares — an estimated $99.5K sold.

SteelPeak Wealth first reported a position in LIEN in Q4 2025 and held it in 2 quarters. The position peaked at $110K in Q4 2025. 3 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

SteelPeak Wealth reported no remaining Chicago Atlantic BDC position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 10,277 Chicago Atlantic BDC shares in Q2 2026, an estimated $99.5K.
SteelPeak Wealth first reported a position in Chicago Atlantic BDC in Q4 2025 and held it in 2 quarters.
SteelPeak Wealth's Chicago Atlantic BDC position peaked at $110K in Q4 2025.
3 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.