Skip to content
Disclosery

Calamos Advisors LLC: SOFI position timeline

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

Calamos Advisors LLC held 21,339 SOFI 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 21,339 shares
    Change vs previous 13F -21,339 shares

    0.01% of the 13F portfolio, value $382,608.

    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: 21,339 shares

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

  2. period ended2026-03-31
    13F 42,678 shares
    Change vs previous 13F +21,339 shares

    <0.01% of the 13F portfolio, value $677,726.

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

    • Calamos Advisors LLC: 21,339 shares
    • Calamos Wealth Management LLC: 21,339 shares

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

  3. period ended2025-12-31
    13F 21,339 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $558,655.

    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 21,300 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $562,746.

    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).