Filer Snapshot

Calamos Wealth Management LLC

CIK 0001455258. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

87

Latest filing

02 Nov 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Largest parsed holding

AAPL

$273.92M reported value

Open holding

13D/G large stake

Calamos Aksia Hedged Strategies Fund

30 Sep 2026 · 26% ownership

Open 13D/G
Source: SEC Form 13F

13F-HR filed on 02 Nov 2026 for CIK 0001455258.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$3.48B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$3.48B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
AAPL NVDA IVV IVW MSFT
+15 moreIVE GOOGL AMZN ACWX IWV CAIE META UITB AVGO FESM CAIQ IJR SPY FENI LLY

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AAPL NVDA IVV IVW MSFT IVE GOOGL AMZN
+12 moreACWX IWV CAIE META UITB AVGO FESM CAIQ IJR SPY FENI LLY

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

Calamos Aksia Alternative Credit & Income Fund Calamos Aksia Alternative Credit and Income Fund Calamos Aksia Private Equity & Alternatives Fund Calamos Aksia Hedged Strategies Fund Calamos Aksia Private Equity and Alternatives Fund
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
2020 Calamos Court, Naperville, IL, 60563
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Calamos Wealth Management LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $3.48B across 470 reported holdings for Q3 2026.
  • Largest parsed 13F holding: AAPL at $273.92M.
  • 3 recent 13D/G stake rows found; top row is Calamos Aksia Hedged Strategies Fund at 26% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 470 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 3 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2026 - 02 Nov 2026

Top 5 concentration

29%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1B

Compared with $3.48B total 13F value.

Top 5 net change

+$8.92M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CTAG · Largest trim: DHR

AAPL NVDA IVV IVW MSFT Other holdings

AAPL

7.9%

Apple Inc

$273.92M

NVDA

6.3%

Nvidia Corporation

$220.83M

IVV

5.7%

Ishares Tr

$199.12M

IVW

4.7%

Ishares Tr

$163.44M

MSFT

4.1%

Microsoft Corp

$144.29M

13D/G large-stake context

Calamos Aksia Hedged Strategies Fund

30 Sep 2026 · Class I

26%
Issuer page 13D/G history

Calamos Aksia Private Equity and Alternatives Fund

30 Sep 2026 · Class I

21%
Issuer page 13D/G history

Calamos Aksia Alternative Credit and Income Fund

30 Sep 2026 · Class I

9.2%
Issuer page 13D/G history

Latest update

What changed recently for Calamos Wealth Management LLC

New filing available

Latest 13F period: Q3 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Nov 2026

Page type

Filer profile

Latest period

Q3 2026

Institutional portfolio context was refreshed from a 13F filing filed on 02 Nov 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Calamos Wealth Management LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001455258 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
87
First seen
14 Feb 2014
Latest filing
02 Nov 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Calamos Wealth Management LLC SEC filings Calamos Wealth Management LLC 13F portfolio Calamos Wealth Management LLC 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 87 SEC filings for Calamos Wealth Management LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
02 Nov 2026
Reporting date
30 Sep 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
09 Oct 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
09 Oct 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
09 Oct 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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