Creative Planning
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1540235
OVERLAND PARK, KS
Position in CHTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,089,047
+$2,210,203 QoQ
Shares Held
56,881
+108.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
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, 2026Creative Planning holds $360,373,825 across 36 Telecom Services names. CHTR ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,527,622 | $64,679,515 | |
| 2 | T |
At&T Inc.
|
2,319,979 | $48,023,564 | |
| 3 | CMCSA |
Comcast Corp
|
1,833,447 | $45,011,123 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
1,126,197 | $36,218,495 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
209,486 | $35,137,085 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
582,629 | $25,787,158 | |
| 7 | ECHO |
EchoStar CORP
|
97,760 | $9,922,640 | |
| 8 | TKC |
Turkcell Iletisim Hizmetleri A S
|
1,630,922 | $9,589,821 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,089,047 | 56,881 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,878,844 | 27,232 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,702,093 | 22,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,914,539 | 14,229 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,572,079 | 13,630 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,807,473 | 13,045 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,021,377 | 11,732 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,558,721 | 10,981 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,234,735 | 10,820 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,382,003 | 8,196 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,413,387 | 8,782 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,418,720 | 7,773 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,625,592 | 7,147 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,312,305 | 6,466 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,210,592 | 6,519 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,517,660 | 5,003 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,438,698 | 5,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,588,492 | 4,745 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,279,409 | 5,030 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,972,477 | 5,460 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,088,456 | 5,667 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,730,307 | 25,494 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,483,722 | 5,266 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,299,012 | 5,284 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,323,232 | 4,555 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,014,006 | 4,616 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||