Bernardo Wealth Planning LLC
Position in LIEN — Chicago Atlantic BDC, Inc.
CIK 1765595
HARLEYSVILLE, PA
Position in LIEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$100,416
+$4,420 QoQ
Shares Held
10,278
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#39
of 48 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bernardo Wealth Planning LLC holds $508,260 across 2 Asset Management names. LIEN ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
3,466 | $407,844 | |
| 2 | LIEN |
Chicago Atlantic BDC, Inc.
This page
|
10,278 | $100,416 |
All Filings in LIEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,416 | 10,278 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $95,996 | 10,278 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $106,171 | 10,278 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $107,919 | 10,278 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $106,377 | 10,278 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||