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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

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

CIK 1463217 IRVING, TX
Back to CHTR Full portfolio

Position in CHTR

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$676,777
-$163,212 QoQ
Shares Held
4,759
+22.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CHTR Over Time

Shares Held

Position Value (USD)

Position in Telecom Services

Communication Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $49,300,205 across 15 Telecom Services names. CHTR ranks #7 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMUS
T-Mobile US, Inc.
 107,621 $18,051,270
2 VZ
Verizon Communications Inc
 274,881 $11,638,461
3 T
At&T Inc.
 553,172 $11,450,660
4 CMCSA
Comcast Corp
 108,028 $2,652,087
5 RCI
Rogers Communications Inc
 44,274 $1,438,905
6 SKM
Sk Telecom Co Ltd
 22,675 $729,228
7 CHTR
Charter Communications, Inc. /Mo/
This page 		4,759 $676,777
8 AMX
America Movil Sab De Cv/
 23,249 $604,241

All Filings in CHTR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $676,777 4,759
2026-03-31 $839,989 3,891
2025-12-31 $779,055 3,732
2025-09-30 $431,922 1,570
2025-06-30 $1,557,157 3,809
2025-03-31 $1,400,782 3,801
2024-12-31 $1,251,453 3,651
2024-09-30 $1,149,511 3,547
2024-06-30 $900,467 3,012
2024-03-31 $709,137 2,440
2023-12-31 $1,381,757 3,555
2023-09-30 $582,761 1,325
2023-06-30 $560,606 1,526
2023-03-31 $575,752 1,610
2022-12-31 $564,601 1,665
2022-09-30 $649,775 2,142
2022-06-30 $1,287,051 2,747
2022-03-31 $1,675,837 3,072
2021-12-31 $1,650,788 2,532
2021-09-30 $1,762,150 2,422
2021-06-30 $1,801,460 2,497
2021-03-31 $1,152,593 1,868
2020-12-31 $1,231,144 1,861
2020-09-30 $1,161,896 1,861
2020-06-30 $891,549 1,748
2020-03-31 $4,208,646 9,646