Chicago Atlantic BDC, Inc. - Common Stock, $0.01 par value per share (LIEN)

CUSIP: 828174102

Q3 2025 13F Holders as of 30 Sep 2025

Security type / class
Equity / Common Stock, $0.01 par value per share
Total 13F shares
2,642,809
Total 13F value
$27,750,224
Holder snapshot 6 signals
Share change
+487,850
SEC-reported price per share
$10.50
Number of holders
31
Value change
+$5,127,272
Number of buys
14
Number of sells
10
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
22,785,799

Security key

828174102

Report period

Q3 2025

Institutions

31

Top holders

10

LIEN full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2025 Chicago Atlantic BDC, Inc. SEC filings Chicago Atlantic BDC, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of LIEN - Chicago Atlantic BDC, Inc. - Common Stock, $0.01 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Chicago Atlantic BDC Advi...
Disclosed value leader
Chicago Atlantic BDC Advi...
Comparable rows
15/15
Latest evidence
19 Sep 2025
13D/G 3/4/5 13F Lead comparable stake: 17% 13D/G row: Chicago Atlantic BDC Advisers, LLC Showing 1-6 of 15 holder rows.

Quick read

Chicago Atlantic BDC Advisers, LLC leads the comparable SEC ownership view at 17%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Chicago Atlantic BDC Advisers, LLC's linked filing trail.
Comparable ownership Top 5
Chicago Atlantic BDC Advisers, LLC 17%
Scott Gordon 13%
Peter Sack 0.03%
Umesh Mahajan 0.01%
Bernardino Colonna 0.01%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Chicago Atlantic BDC Advisers, LLC
13D/G 3/4/5
Scott Gordon · 10%+ Owner
13D/G 3/4/5
17%
$41,357,592
3,850,800 shares
 $0 31 Dec 2024
Scott Gordon
3/4/5
Co-Chief Investment Officer, Director, 10%+ Owner
3/4/5
13%
$31,384,727
2,922,228 shares
 — 19 May 2025
Peter Sack
3/4/5
Chief Executive Officer, Director
3/4/5
0.03%
$66,459
5,918 shares
 +$5,054 19 Sep 2025
Umesh Mahajan
3/4/5
Secretary; Co-CIO
3/4/5
0.01%
$27,933
2,712 shares
 — 05 Jun 2025
Bernardino Colonna
3/4/5
President
3/4/5
0.01%
$24,816
2,430 shares
 — 29 May 2025
Thomas Geoffroy
3/4/5
Interim CFO
3/4/5
0%
$4,269
413 shares
 — 01 Jul 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
31
Shares
2,642,809
Rows available
31
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2025 vs Q1 2026 Across Filers

Q1 2026 holders
41
Q3 2025 holders
31
Holder diff
-10
Investor Q1 2026 Shares Q3 2025 Shares Share Diff Share Chg % Q1 2026 value Q3 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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