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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

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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
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