Waverly Advisors, LLC

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

CIK 1568787 BIRMINGHAM, AL

Position in CHTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$606,406

-$36,961 QoQ

Shares Held

2,809

-8.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.3915984336062656.ToString("F0")% Shared 0.ToString("F0")% None 99.60840156639374.ToString("F0")%

Communication Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $65,072,659 across 11 Telecom Services names. CHTR ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	546,515	$27,435,053
2	TMUS	T-Mobile US, Inc.	71,153	$14,944,264
3	T	At&T Inc.	430,732	$12,486,920
4	CMCSA	Comcast Corp	201,269	$5,778,432
5	BCE	Bce Inc	43,593	$1,100,287
6	VOD	Vodafone Group Public Ltd Co	72,382	$1,087,177
7	AD	Array Digital Infrastructure, Inc.	19,374	$893,916
8	CHTR	Charter Communications, Inc. /Mo/ This page	2,809	$606,406

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$606,406	2,809	-8.9%	Shares	Sole	2026-05-15
2025-12-31	$643,367	3,082	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$852,565	3,099	+33.9%	Shares	Sole	2025-11-14
2025-06-30	$945,986	2,314	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$865,676	2,349	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$787,685	2,298	+4.5%	Shares	Sole	2025-02-14
2024-09-30	$712,651	2,199	+19.1%	Shares	Sole	2024-11-14
2024-06-30	$552,179	1,847	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.