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Calamos Advisors LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Calamos Advisors LLC on AGG, newest first. How the timeline and the estimate are built.

Calamos Advisors LLC held 142,503 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,503 shares
    Change vs previous 13F -144,207 shares

    0.43% of the 13F portfolio, value $14,104,919.

    13F-HR 0001455258-26-000003 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 0 shares
    • Calamos Wealth Management LLC: 142,503 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 286,710 shares
    Change vs previous 13F +121,692 shares

    0.1% of the 13F portfolio, value $28,461,650.

    13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 143,355 shares
    • Calamos Wealth Management LLC: 143,355 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,018 shares
    Change vs previous 13F +17,035 shares

    0.57% of the 13F portfolio, value $16,481,985.

    13F-HR 0001455258-26-000001 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,983 shares
    Change vs previous 13F +9,119 shares

    0.54% of the 13F portfolio, value $14,835,296.

    13F-HR 0001455258-25-000002 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 138,864 shares
    Change vs previous 13F +593 shares

    0.59% of the 13F portfolio, value $13,775,309.

    13F-HR 0001085146-25-004252 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 138,271 shares
    Change vs previous 13F +6,947 shares

    0.68% of the 13F portfolio, value $13,677,767.

    13F-HR 0001085146-25-002416 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 131,324 shares
    Change vs previous 13F +72 shares

    0.64% of the 13F portfolio, value $12,725,271.

    13F-HR 0001085146-25-000483 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,252 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $13,291,863.

    13F-HR 0001085146-24-005497 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 0 shares
    • Calamos Wealth Management LLC: 131,252 shares

    Acceptance time not in the bulk data set (spec §4.2).