BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in CHTR — Charter Communications, Inc. /Mo/

CIK 1352860 BLUE BELL, PA

Position in CHTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$34,699

-$17,975 QoQ

Shares Held

244

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#579

of 777 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $220,738 across 4 Telecom Services names. CHTR ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCSA	Comcast Corp	5,697	$139,861
2	CHTR	Charter Communications, Inc. /Mo/ This page	244	$34,699
3	VZ	Verizon Communications Inc	614	$25,996
4	T	At&T Inc.	975	$20,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,699	244	0.0%	Shares	Sole	2026-08-06
2026-03-31	$52,674	244	-16.2%	Shares	Sole	2026-05-11
2025-12-31	$60,746	291	0.0%	Shares	Sole	2026-02-09
2025-09-30	$80,057	291	0.0%	Shares	Sole	2025-10-22
2025-06-30	$118,963	291	0.0%	Shares	Sole	2025-08-11
2025-03-31	$107,242	291	0.0%	Shares	Sole	2025-05-05
2024-12-31	$99,746	291	0.0%	Shares	Sole	2025-02-07
2024-09-30	$94,307	291	0.0%	Shares	Sole	2024-10-29
2024-06-30	$86,997	291	0.0%	Shares	Sole	2024-08-05
2024-03-31	$84,573	291	0.0%	Shares	Sole	2024-04-24
2023-12-31	$113,105	291	0.0%	Shares	Sole	2024-01-25
2023-09-30	$127,987	291	0.0%	Shares	Sole	2023-10-30
2023-06-30	$106,904	291	0.0%	Shares	Sole	2023-08-08
2023-03-31	$104,064	291	0.0%	Shares	Sole	2023-05-08
2022-12-31	$98,678	291	0.0%	Shares	Sole	2023-02-03
2022-09-30	$88,274	291	0.0%	Shares	Sole	2022-11-09
2022-06-30	$136,342	291	-4.0%	Shares	Sole	2022-08-02
2022-03-31	$165,292	303	0.0%	Shares	Sole	2022-04-21
2021-12-31	$197,546	303	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.