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CI Private Wealth, LLC

SEC CIK
0001948780
Latest filing
Aug 27, 2026

CALX holding history

Calix, Inc in every 13F filed by CI Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CALX overviewAll 13F holders of CALXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of CALX by CI Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,232−100.0%Sold outHolders
Q1 20265,232$256.3K<0.1%+666+14.6%AddedHolders
Q4 20254,566$241.7K<0.1%+20.0%AddedHolders
Q3 20254,564$280.1K<0.1%+117+2.6%AddedHolders
Q2 20254,447$236.5K<0.1%+4,447NewHolders
Q1 20230$00.0%−3,793−100.0%Sold outHolders
Q4 20223,793$259.6K<0.1%–No prior filingHolders