VR
LIEN

Vision Retirement’s Chicago Atlantic BDC LIEN Stock Holding History

Vision Retirement’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
-400
Closed -$4.13K – 693
2025
Q4 		$4.13K Buy
+400
New +$4.19K ﹤0.01% 500

Other funds holding LIEN

ICM
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SFS
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Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 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

Vision Retirement's LIEN Position: Q1 2026 in Review

Vision Retirement sold out of Chicago Atlantic BDC (LIEN) in Q1 2026, closing a stake of 400 shares — an estimated $4.13K sold.

Vision Retirement first reported a position in LIEN in Q4 2025 and held it in 1 quarter. The position peaked at $4.13K in Q4 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Vision Retirement reported no remaining Chicago Atlantic BDC position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 400 Chicago Atlantic BDC shares in Q1 2026, an estimated $4.13K.
  • Vision Retirement first reported a position in Chicago Atlantic BDC in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's Chicago Atlantic BDC position peaked at $4.13K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.