EP Wealth Advisors, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1540569
TORRANCE, CA
Position in CHTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$302,196
+$95,383 QoQ
Shares Held
2,125
+121.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 777 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,699,501 across 13 Telecom Services names. CHTR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
172,916 | $7,321,263 | |
| 2 | T |
At&T Inc.
|
264,001 | $5,464,820 | |
| 3 | CMCSA |
Comcast Corp
|
76,536 | $1,878,958 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
10,681 | $1,791,524 | |
| 5 | IRDM |
Iridium Communications Inc.
|
9,459 | $518,826 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
2,125 | $302,196 | |
| 7 | GSAT |
Globalstar, Inc.
|
3,239 | $263,298 | |
| 8 | BCE |
Bce Inc
|
11,714 | $251,968 |
All Filings in CHTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,196 | 2,125 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,813 | 958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $228,581 | 1,095 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $508,150 | 1,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $231,805 | 629 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $252,621 | 737 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $405,100 | 1,250 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $328,856 | 1,100 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $338,874 | 1,166 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $513,446 | 1,321 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $603,433 | 1,372 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $459,947 | 1,252 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,673 | 28,999 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $414,380 | 1,222 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $625,487 | 1,335 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $688,446 | 1,262 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $842,345 | 1,292 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $821,415 | 1,129 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $812,352 | 1,126 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $649,105 | 1,052 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $686,688 | 1,038 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $241,619 | 387 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $200,445 | 393 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||