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Calamos Advisors LLC: UITB position timeline

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

Calamos Advisors LLC held 1,405,979 UITB 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 1,405,979 shares
    Change vs previous 13F -1,200,782 shares

    0.21% of the 13F portfolio, value $65,853,251.

    13F-HR 0001455258-26-000003 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 56,929 shares
    • Calamos Wealth Management LLC: 1,349,050 shares

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

  2. period ended2026-03-31
    13F 2,606,761 shares
    Change vs previous 13F +1,410,034 shares

    0.43% of the 13F portfolio, value $122,562,049.

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

    • Calamos Advisors LLC: 1,333,192 shares
    • Calamos Wealth Management LLC: 1,273,569 shares

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

  3. period ended2025-12-31
    13F 1,196,727 shares
    Change vs previous 13F +142,426 shares

    0.21% of the 13F portfolio, value $56,670,633.

    13F-HR 0001455258-26-000001 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 53,800 shares
    • Calamos Wealth Management LLC: 1,142,927 shares

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

  4. period ended2025-09-30
    13F 1,054,301 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $50,100,383.

    13F-HR 0001455258-25-000002 filed by Calamos Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 50,706 shares
    • Calamos Wealth Management LLC: 1,003,595 shares

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