Position in LIEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,685
New position
Shares Held
12,148
first reported quarter
Ownership
0.053%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#37
of 48 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026ENTREWEALTH, LLC holds $185,355 across 2 Asset Management names. LIEN ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIEN |
Chicago Atlantic BDC, Inc.
This page
|
12,148 | $118,685 | |
| 2 | OIA |
Invesco Municipal Income Opportunities Trust
|
10,736 | $66,670 |
All Filings in LIEN
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,685 | 12,148 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||