Calamos Advisors LLC: IVE position timeline

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

Calamos Advisors LLC held 628,887 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 628,887 shares
Change vs previous 13F -586,584 shares
0.46% of the 13F portfolio, value $142,794,987.
13F-HR 0001455258-26-000003 filed by Calamos Wealth Management LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Calamos Advisors LLC: 22,531 shares
- Calamos Wealth Management LLC: 606,356 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,215,471 shares
Change vs previous 13F +607,024 shares
0.89% of the 13F portfolio, value $256,646,836.
13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Calamos Advisors LLC: 619,118 shares
- Calamos Wealth Management LLC: 596,353 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 608,447 shares
Change vs previous 13F +9,335 shares
0.47% of the 13F portfolio, value $129,033,275.
13F-HR 0001455258-26-000001 filed by Calamos Wealth Management LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Calamos Advisors LLC: 23,051 shares
- Calamos Wealth Management LLC: 585,396 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 599,112 shares
Change vs previous 13F +21,096 shares
0.45% of the 13F portfolio, value $123,722,687.
13F-HR 0001455258-25-000002 filed by Calamos Wealth Management LLC
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Calamos Advisors LLC: 22,008 shares
- Calamos Wealth Management LLC: 577,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 578,016 shares
Change vs previous 13F +15,418 shares
0.44% of the 13F portfolio, value $112,955,803.
13F-HR 0001085146-25-004252 filed by Calamos Wealth Management LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Calamos Advisors LLC: 22,435 shares
- Calamos Wealth Management LLC: 555,581 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 562,598 shares
Change vs previous 13F +65,595 shares
0.46% of the 13F portfolio, value $107,219,908.
13F-HR 0001085146-25-002416 filed by Calamos Wealth Management LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Calamos Advisors LLC: 20,402 shares
- Calamos Wealth Management LLC: 542,196 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 497,003 shares
Change vs previous 13F +2,714 shares
0.4% of the 13F portfolio, value $94,868,048.
13F-HR 0001085146-25-000483 filed by Calamos Wealth Management LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Calamos Advisors LLC: 18,007 shares
- Calamos Wealth Management LLC: 478,996 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 494,289 shares
Change vs previous 13F not available
0.42% of the 13F portfolio, value $97,458,870.
13F-HR 0001085146-24-005497 filed by Calamos Wealth Management LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Calamos Advisors LLC: 17,461 shares
- Calamos Wealth Management LLC: 476,828 shares
Acceptance time not in the bulk data set (spec §4.2).