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Calamos Advisors LLC: USMV position timeline

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

Calamos Advisors LLC held 92,508 USMV 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 92,508 shares
    Change vs previous 13F -93,114 shares

    0.27% of the 13F portfolio, value $8,923,322.

    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: 92,508 shares

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

  2. period ended2026-03-31
    13F 185,622 shares
    Change vs previous 13F +90,431 shares

    0.06% of the 13F portfolio, value $17,214,584.

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

    • Calamos Advisors LLC: 92,811 shares
    • Calamos Wealth Management LLC: 92,811 shares

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

  3. period ended2025-12-31
    13F 95,191 shares
    Change vs previous 13F +320 shares

    0.31% of the 13F portfolio, value $8,963,223.

    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 94,871 shares
    Change vs previous 13F +391 shares

    0.33% of the 13F portfolio, value $9,026,070.

    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 94,480 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $8,868,805.

    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 94,478 shares
    Change vs previous 13F +1,286 shares

    0.44% of the 13F portfolio, value $8,848,809.

    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 93,192 shares
    Change vs previous 13F +364 shares

    0.41% of the 13F portfolio, value $8,274,518.

    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 92,828 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $8,476,125.

    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).