Chicago Atlantic BDC, Inc.
LIENAs of the close on Sep 25, 2026
Price
$10.04
Market cap
$229M
P/E (diluted TTM)
7.2
EPS (TTM)
$1.39
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Chicago Atlantic BDC, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Sep 22, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Closed-End Fund Advisors, Inc. | 2026-03-31 | 21,578 | Not shown | SEC filing |
| FIRETHORN WEALTH PARTNERS, LLC | 2026-03-31 | 35,674 | Not shown | SEC filing |
| Twelve Points Wealth Management LLC | 2026-03-31 | 26,233 | Not shown | SEC filing |
| BROWN ADVISORY INC | 2026-03-31 | 16,339 | Not shown | SEC filing |
| Mesirow Financial Investment Management, Inc. | 2026-03-31 | 12,433 | Not shown | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 71,395 | Not shown | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 182,130 | Not shown | SEC filing |
| Trexquant Investment LP | 2026-03-31 | 20,160 | Not shown | SEC filing |
| CDC Financial, Inc. | 2026-03-31 | 159,618 | Not shown | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 173,624 | Not shown | SEC filing |
| WEDBUSH SECURITIES INC | 2026-03-31 | 10,737 | Not shown | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 380,748 | Not shown | SEC filing |
| Black Maple Capital Management LP | 2026-03-31 | 130,920 | Not shown | SEC filing |
| NATIONAL BANK OF CANADA /FI/ | 2026-03-31 | 55 | Not shown | SEC filing |
| Mariner, LLC | 2026-03-31 | 22,693 | Not shown | SEC filing |
| Venturi Wealth Management, LLC | 2026-03-31 | 40,171 | Not shown | SEC filing |
| Wick Capital Partners, LLC | 2026-03-31 | 26,967 | Not shown | SEC filing |
| LVM CAPITAL MANAGEMENT LTD/MI | 2026-03-31 | 161,326 | Not shown | SEC filing |
| Tidal Investments LLC | 2026-03-31 | 34,777 | Not shown | SEC filing |
| FreeGulliver LLC | 2026-03-31 | 12,241 | Not shown | SEC filing |
- Each value is checked against Chicago Atlantic BDC, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- CITADEL ADVISORS LLC: 32,784 shares reported 2025-12-31; 60,462 shares reported 2026-03-31.
- Sowell Financial Services LLC: 478,208 shares reported 2025-12-31; 493,437 shares reported 2026-03-31.
- SteelPeak Wealth, LLC: 10,277 shares reported 2025-12-31; 10,277 shares reported 2026-03-31.
- Apollon Wealth Management, LLC: 77,818 shares reported 2025-12-31; 55,809 shares reported 2026-03-31.
- Sage Mountain Advisors LLC: 268,088 shares reported 2025-12-31; 215,576 shares reported 2026-03-31.
- Bernardo Wealth Planning LLC: 10,278 shares reported 2025-12-31; 10,278 shares reported 2026-03-31.
- RITHOLTZ WEALTH MANAGEMENT: 34,749 shares reported 2025-12-31; 34,697 shares reported 2026-03-31.
- SAGE RHINO CAPITAL LLC: 10,901 shares reported 2025-12-31; 10,901 shares reported 2026-03-31.
- MILLENNIUM MANAGEMENT LLC: 46,410 shares reported 2025-12-31; 20,857 shares reported 2026-03-31.
- CONDOR CAPITAL MANAGEMENT: 166,274 shares reported 2025-12-31; 161,459 shares reported 2026-03-31.
- Icon Wealth Advisors, LLC: 14,255 shares reported 2025-12-31; 14,255 shares reported 2026-03-31.
- Seneca House Advisors: 24,788 shares reported 2025-12-31; 24,888 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
11 filers have only one report here.
Independent insiders buying near the same time
- 2025-05-29–2025-06-05: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-05-28–2025-05-29: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-04-10–2025-04-17: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-04-04–2025-04-10: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2022-08-29–2022-09-02: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-09-19 | Sack Peter · Chief Executive Officer | CHICAGO ATLANTIC BDC, INC. COMMON STOCK (LIEN) | P — Open market or private purchase | +450 | 11.23 | SEC filing |
| 2025-07-17 | Sack Peter · Chief Executive Officer | CHICAGO ATLANTIC BDC, INC. COMMON STOCK (LIEN) | P — Open market or private purchase | +1,000 | 10.47 | SEC filing |
| 2025-06-06 | Mahajan Umesh · Secretary; Co-CIO | Common Stock | P — Open market or private purchase | +1,000 | 10.30 | SEC filing |
| 2025-06-05 | Mahajan Umesh · Secretary; Co-CIO | Common Stock | P — Open market or private purchase | +212 | 10.17 | SEC filing |
| 2025-06-05 | Mahajan Umesh · Secretary; Co-CIO | Common Stock | P — Open market or private purchase | +900 | 10.25 | SEC filing |
| 2025-05-29 | Colonna Bernardino · President | Common Stock | P — Open market or private purchase | +1,000 | 10.21 | SEC filing |
| 2025-05-28 | Sack Peter · Chief Executive Officer | Common Stock | P — Open market or private purchase | +500 | 10.29 | SEC filing |
| 2025-05-19 | Sack Peter · Chief Executive Officer | Common Stock | P — Open market or private purchase | +500 | 10.42 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-05-19 | Gordon Scott · Co-Chief Investment Officer | Common Stock | J — Other acquisition or disposition | −714,286 | SEC filing |
| 2025-05-19 | Silver Spike Holdings, LP · 10% owner | Common Stock | J — Other acquisition or disposition | −214,286 | SEC filing |
| 2025-05-19 | Silver Spike Holdings, LP · 10% owner | Common Stock | J — Other acquisition or disposition | −714,286 | SEC filing |
| 2025-05-19 | Gordon Scott · Co-Chief Investment Officer | Common Stock | J — Other acquisition or disposition | −214,286 | SEC filing |
| 2025-04-09 | Sack Peter · Chief Executive Officer | Common Stock | J — Other acquisition or disposition | +3,118 | SEC filing |
| 2024-12-19 | Gordon Scott · Co-Chief Investment Officer | Common Stock | J — Other acquisition or disposition | −684,611 | SEC filing |
| 2024-12-19 | Silver Spike Holdings, LP · 10% owner | Common Stock | J — Other acquisition or disposition | −684,611 | SEC filing |
| 2024-10-09 | Chicago Atlantic Loan Portfolio, LLC · 10% owner | Restricted Common Stock | J — Other acquisition or disposition | −1,510,593 | SEC filing |
Showing 8 of 8 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.