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Calamos Advisors LLC: SHV position timeline

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

Calamos Advisors LLC held 45,143 SHV 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 45,143 shares
    Change vs previous 13F -57,889 shares

    0.15% of the 13F portfolio, value $4,981,530.

    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: 45,143 shares

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

  2. period ended2026-03-31
    13F 103,032 shares
    Change vs previous 13F +48,169 shares

    0.04% of the 13F portfolio, value $11,373,792.

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

    • Calamos Advisors LLC: 51,516 shares
    • Calamos Wealth Management LLC: 51,516 shares

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

  3. period ended2025-12-31
    13F 54,863 shares
    Change vs previous 13F +1,992 shares

    0.21% of the 13F portfolio, value $6,043,191.

    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 52,871 shares
    Change vs previous 13F +160 shares

    0.21% of the 13F portfolio, value $5,841,750.

    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 52,711 shares
    Change vs previous 13F -929 shares

    0.25% of the 13F portfolio, value $5,820,369.

    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 53,640 shares
    Change vs previous 13F -10,973 shares

    0.3% of the 13F portfolio, value $5,925,102.

    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 64,613 shares
    Change vs previous 13F +15,271 shares

    0.36% of the 13F portfolio, value $7,114,540.

    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 49,342 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,458,715.

    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).