Calix, Inc.
US ˙ NYSE ˙ US13100M5094

SecurityCALX / Calix, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
CWM Advisors, LLC closes position in CALX / Calix, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 0 shares of Calix, Inc. (US:CALX) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,813 shares of Calix, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 CALIX COM 13100M509 0 -100.00 0
2026-04-23 2026-03-31 13F CALIX COM 13100M509 10,424 1,611 18.28 511 9.44 0.0420
2026-02-17 2025-12-31 13F CALIX COM 13100M509 8,813 1,342 17.96 466 1.75 0.0420
2025-10-15 2025-09-30 13F CALIX COM 13100M509 7,471 155 2.12 458 17.74 0.0446
2025-07-24 2025-06-30 13F CALIX COM 13100M509 7,316 -20,908 -74.08 389 -61.10 0.0424
2025-06-03 2025-03-31 13F CALIX COM 13100M509 28,224 16,611 143.04 1,000 147.52 0.1189
2025-01-17 2024-12-31 13F CALIX COM 13100M509 11,613 978 9.20 405 -1.94 0.0453
2024-10-10 2024-09-30 13F CALIX COM 13100M509 10,635 773 7.84 413 18.05 0.0422
2024-08-12 2024-06-30 13F CALIX COM 13100M509 9,862 -878 -8.18 349 -1.97 0.0403
2024-05-07 2024-03-31 13F CALIX COM 13100M509 10,740 1,996 22.83 356 -6.81 0.0364
2024-02-12 2023-12-31 13F CALIX COM 13100M509 8,744 2,116 31.93 382 26.07 0.0420
2023-10-26 2023-09-30 13F CALIX COM 13100M509 6,628 348 5.54 304 -3.19 0.0388
2023-07-31 2023-06-30 13F CALIX COM 13100M509 6,280 1,198 23.57 313 15.07 0.0379
2023-04-24 2023-03-31 13F CALIX COM 13100M509 5,082 1,618 46.71 272 14.77 0.0347
2023-01-26 2022-12-31 13F CALIX COM 13100M509 3,464 133 3.99 237 16.18 0.0305
2022-11-07 2022-09-30 13F CALIX COM 13100M509 3,331 3,331 204 0.0288
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.