Calamos Advisors LLC: IWB position timeline

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

Calamos Advisors LLC held 11,226 IWB 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 11,226 shares
Change vs previous 13F -13,755 shares
0.01% of the 13F portfolio, value $4,597,047.
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: 618 shares
- Calamos Wealth Management LLC: 10,608 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 24,981 shares
Change vs previous 13F +13,394 shares
0.03% of the 13F portfolio, value $8,907,225.
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: 12,816 shares
- Calamos Wealth Management LLC: 12,165 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,587 shares
Change vs previous 13F +331 shares
0.02% of the 13F portfolio, value $4,327,178.
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: 651 shares
- Calamos Wealth Management LLC: 10,936 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,256 shares
Change vs previous 13F +1,589 shares
0.01% of the 13F portfolio, value $4,113,941.
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: 856 shares
- Calamos Wealth Management LLC: 10,400 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 9,667 shares
Change vs previous 13F +1,229 shares
0.01% of the 13F portfolio, value $3,282,688.
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: 741 shares
- Calamos Wealth Management LLC: 8,926 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,438 shares
Change vs previous 13F +1,025 shares
0.01% of the 13F portfolio, value $2,588,314.
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: 706 shares
- Calamos Wealth Management LLC: 7,732 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,413 shares
Change vs previous 13F -1,681 shares
0.01% of the 13F portfolio, value $2,388,211.
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: 625 shares
- Calamos Wealth Management LLC: 6,788 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,094 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $2,859,068.
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: 667 shares
- Calamos Wealth Management LLC: 8,427 shares
Acceptance time not in the bulk data set (spec §4.2).