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Calamos Advisors LLC: IWV position timeline

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

Calamos Advisors LLC held 163,526 IWV 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 163,526 shares
    Change vs previous 13F -144,314 shares

    2.12% of the 13F portfolio, value $69,727,486.

    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: 163,526 shares

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

  2. period ended2026-03-31
    13F 307,840 shares
    Change vs previous 13F +150,461 shares

    0.4% of the 13F portfolio, value $114,110,132.

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

    • Calamos Advisors LLC: 153,920 shares
    • Calamos Wealth Management LLC: 153,920 shares

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

  3. period ended2025-12-31
    13F 157,379 shares
    Change vs previous 13F -20,741 shares

    2.11% of the 13F portfolio, value $60,882,066.

    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 178,120 shares
    Change vs previous 13F +127 shares

    2.44% of the 13F portfolio, value $67,496,793.

    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 177,993 shares
    Change vs previous 13F -11,953 shares

    2.65% of the 13F portfolio, value $62,475,543.

    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 189,946 shares
    Change vs previous 13F +22,251 shares

    3.01% of the 13F portfolio, value $60,334,447.

    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 167,695 shares
    Change vs previous 13F +6,388 shares

    2.81% of the 13F portfolio, value $56,052,054.

    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 161,307 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $52,703,836.

    13F-HR 0001085146-24-005497 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).