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
Tip: Access up to 7 years of quarterly data
All positions including Calix held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Calix by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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