Position in LIEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,576,155
+$69,371 QoQ
Shares Held
161,326
0.0% QoQ
Ownership
0.707%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#7
of 48 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $2,883,270 across 2 Asset Management names. LIEN ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIEN |
Chicago Atlantic BDC, Inc.
This page
|
161,326 | $1,576,155 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
43,325 | $1,307,115 |
All Filings in LIEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,155 | 161,326 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,506,784 | 161,326 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $1,666,497 | 161,326 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||