Institute for Wealth Management, LLC.
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1533954
DENVER, CO
Position in CHTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$150,884
-$82,914 QoQ
Shares Held
1,061
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#541
of 777 holders
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, 2026Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. CHTR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
17,846 | $755,599 | |
| 2 | T |
At&T Inc.
|
32,982 | $682,727 | |
| 3 | CMCSA |
Comcast Corp
|
22,490 | $552,129 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
1,632 | $273,735 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
1,061 | $150,884 | |
| 6 | RCI |
Rogers Communications Inc
|
2,758 | $89,635 | |
| 7 | GSAT |
Globalstar, Inc.
|
722 | $58,691 | |
| 8 | TIGO |
Millicom International Cellular SA
|
388 | $35,214 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,884 | 1,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $233,798 | 1,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $232,547 | 1,114 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $441,276 | 1,604 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $889,979 | 2,177 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $749,958 | 2,035 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $545,347 | 1,591 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $587,232 | 1,812 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $475,346 | 1,590 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $334,515 | 1,151 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $456,699 | 1,175 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $498,316 | 1,133 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $440,476 | 1,199 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $418,403 | 1,170 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $393,356 | 1,160 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $326,101 | 1,075 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $506,480 | 1,081 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $583,706 | 1,070 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $668,269 | 1,025 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $739,928 | 1,017 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $733,714 | 1,017 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $658,360 | 1,067 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $713,812 | 1,079 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $723,610 | 1,159 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $560,023 | 1,098 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $478,195 | 1,096 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||