Calix shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Calix (CALX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Calix
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Quarterly reported holdings in Calix by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 207k | 53.19 |
| 2025-03-31 | $7.4M | 208k | 35.44 |
| 2024-12-31 | $5.3M | 151k | 34.87 |
| 2024-09-30 | $9.6M | 247k | 38.79 |
| 2024-03-31 | $5.8M | 176k | 33.16 |
| 2023-12-31 | $5.4M | 125k | 43.69 |
| 2023-09-30 | $7.0M | 154k | 45.84 |
| 2023-06-30 | $5.5M | 111k | 49.91 |
| 2023-03-31 | $4.6M | 85k | 53.59 |
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