Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,453,334
+$232,016 QoQ
Shares Held
16,154
+2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#434
of 1,682 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Calamos Wealth Management LLC holds $22,938,110 across 4 Healthcare Plans names. CI ranks #2 (19.4% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,453,334 | 16,154 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,221,318 | 15,825 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $225,123 | 781 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $227,769 | 689 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||