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Calamos Advisors LLC: XLV position timeline

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

Calamos Advisors LLC held 4,600 XLV 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 4,600 shares
    Change vs previous 13F -3,322 shares

    0.02% of the 13F portfolio, value $729,836.

    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: 4,600 shares

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

  2. period ended2026-03-31
    13F 7,922 shares
    Change vs previous 13F +3,961 shares

    <0.01% of the 13F portfolio, value $1,161,444.

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

    • Calamos Advisors LLC: 3,961 shares
    • Calamos Wealth Management LLC: 3,961 shares

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

  3. period ended2025-12-31
    13F 3,961 shares
    Change vs previous 13F +1,219 shares

    0.02% of the 13F portfolio, value $613,163.

    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 2,742 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $381,604.

    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 2,783 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $375,121.

    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 2,783 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $406,346.

    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 2,782 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $382,720.

    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 2,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $428,484.

    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).