LOKVU β€” LIVE OAK ACQUISITION CORP V

Ownership history in Calamos Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Calamos Advisors LLC reported LIVE OAK ACQUISITION CORP V (LOKVU) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows LOKVU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOKVU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Calamos Advisors LLC's position in LIVE OAK ACQUISITION CORP V, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LOKVU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Calamos Advisors LLC held LOKVU β€” position size vs. price
% of Fund (quarterly)    LOKVU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 600,000 β€” 0% 0.02% $6.5M 2026-02-14 (Est.) $10.99
2025 Q3 UNCHANGED 600,000 β€” 0% 0.02% $6.3M 2025-10-20 $10.42
2025 Q2 UNCHANGED 600,000 β€” 0% 0.03% $6.8M 2025-08-08 $11.00
2025 Q1 INITIATED 600,000 β€” β€” 0.03% $6.0M 2025-04-29 $10.15

🏒 Other funds also holding LOKVU

As of 2025 Q4 β€” sorted by position size

Clear Street Group Inc. 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Calamos Advisors LLC and LOKVU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Calamos Advisors LLC reported owning LOKVU?

Calamos Advisors LLC reported LOKVU across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LOKVU position in Calamos Advisors LLC's portfolio?

The largest reported portfolio weight for LOKVU was 0.03% in 2025 Q2.

What is the latest reported LOKVU position on this page?

The most recent filing on this page is 2025 Q4, when Calamos Advisors LLC reported 600,000 shares, equal to 0.02% of portfolio, with an estimated market value of $6.5M.

What does the chart on this LOKVU ownership page compare?

The chart compares Calamos Advisors LLC's quarterly LOKVU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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