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Calamos Advisors LLC: HEI position timeline

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

Calamos Advisors LLC held 6,558 HEI 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 6,558 shares
    Change vs previous 13F -6,570 shares

    0.07% of the 13F portfolio, value $2,335,894.

    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: 6,558 shares

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

  2. period ended2026-03-31
    13F 13,128 shares
    Change vs previous 13F +6,557 shares

    0.01% of the 13F portfolio, value $3,599,698.

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

    • Calamos Advisors LLC: 6,564 shares
    • Calamos Wealth Management LLC: 6,564 shares

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

  3. period ended2025-12-31
    13F 6,571 shares
    Change vs previous 13F +5,004 shares

    0.07% of the 13F portfolio, value $2,126,310.

    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 1,567 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $505,859.

    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 1,576 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $516,928.

    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 1,567 shares
    Change vs previous 13F -2,737 shares

    0.02% of the 13F portfolio, value $418,687.

    13F-HR 0001085146-25-002416 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: 1,567 shares

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

  7. period ended2024-12-31
    13F 4,304 shares
    Change vs previous 13F -5,419 shares

    <0.01% of the 13F portfolio, value $1,023,233.

    13F-HR 0001085146-25-000482 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 2,744 shares
    • Calamos Wealth Management LLC: 1,560 shares

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

  8. period ended2024-09-30
    13F 9,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,542,370.

    13F-HR 0001085146-24-005402 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 8,163 shares
    • Calamos Wealth Management LLC: 1,560 shares

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