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Silver Spike Investment Corp shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Silver Spike Investment Corp (LIEN) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Silver Spike Investment Corp

Tip: Access up to 7 years of quarterly data

All positions including Silver Spike Investment Corp held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Silver Spike Investment Corp by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $106k 10k 10.33
2025-09-30 $108k 10k 10.50
2025-06-30 $106k 10k 10.31

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Equity Market (DFUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding Silver Spike Investment Corp

Intrepid Capital Management
Sowell Financial Services
CI Private Wealth
Sage Mountain Advisors
Mirae Asset Global Etfs Holdings
Condor Capital Management
Lvm Capital Management
Black Maple Capital Management
Apollon Wealth Management
Brown Advisory Holdings Incorporated
Millennium Management
Toroso Investments
Gladstone Institutional Advisory
Comprehensive Portfolio Management
Firethorn Wealth Partners

View all funds holding Silver Spike Investment Corp