Calamos Advisors LLC: IVV position timeline

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

Calamos Advisors LLC held 269,257 IVV 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 269,257 shares
Change vs previous 13F -262,821 shares
0.65% of the 13F portfolio, value $201,644,106.
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: 14,421 shares
- Calamos Wealth Management LLC: 254,836 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 532,078 shares
Change vs previous 13F +260,078 shares
1.21% of the 13F portfolio, value $347,558,487.
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: 273,147 shares
- Calamos Wealth Management LLC: 258,931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 272,000 shares
Change vs previous 13F -1,391 shares
0.68% of the 13F portfolio, value $186,303,341.
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: 13,979 shares
- Calamos Wealth Management LLC: 258,021 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 273,391 shares
Change vs previous 13F +2,339 shares
0.67% of the 13F portfolio, value $182,980,751.
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: 14,758 shares
- Calamos Wealth Management LLC: 258,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 271,052 shares
Change vs previous 13F -10,858 shares
0.65% of the 13F portfolio, value $168,295,939.
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: 14,970 shares
- Calamos Wealth Management LLC: 256,082 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 281,910 shares
Change vs previous 13F +15,857 shares
0.68% of the 13F portfolio, value $158,405,455.
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: 14,955 shares
- Calamos Wealth Management LLC: 266,955 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 266,053 shares
Change vs previous 13F -3,598 shares
0.66% of the 13F portfolio, value $156,620,136.
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: 14,878 shares
- Calamos Wealth Management LLC: 251,175 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 269,651 shares
Change vs previous 13F not available
0.67% of the 13F portfolio, value $155,540,024.
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: 14,802 shares
- Calamos Wealth Management LLC: 254,849 shares
Acceptance time not in the bulk data set (spec §4.2).