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Calamos Advisors LLC: SOXL position timeline

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

Calamos Advisors LLC held 2,096 SOXL 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 2,096 shares
    Change vs previous 13F -12,096 shares

    0.02% of the 13F portfolio, value $559,024.

    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: 2,096 shares

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

  2. period ended2026-03-31
    13F 14,192 shares
    Change vs previous 13F +7,096 shares

    <0.01% of the 13F portfolio, value $679,938.

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

    • Calamos Advisors LLC: 7,096 shares
    • Calamos Wealth Management LLC: 7,096 shares

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

  3. period ended2025-12-31
    13F 7,096 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $298,245.

    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 7,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,225.

    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).