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Bernardo Wealth Planning LLC → REFI
Bernardo Wealth Planning LLC REFI Position History
Chicago Atlantic Real Estate Finance, Inc. • Financial Services
Quarters held
4
Latest value
$196K
Q3 2026
Peak value
$196K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $106K |
| Q1 2026 | $96K |
| Q2 2026 | $100K |
| Q3 2026 | $196K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $196K | 20.6K | — | — |
| Q2 2026 | $100K | 10.3K | — | — |
| Q1 2026 | $96K | 10.3K | — | — |
| Q4 2025 | $106K | 10.3K | — | — |
Other funds holding REFI
$13.5M
$13.2M
$13.1M
$12.7M
$10.6M
$10.1M
$8.5M