Waverly Advisors, LLC

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

CIK 1568787 BIRMINGHAM, AL

Position in CHTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$829,510

+$223,104 QoQ

Shares Held

5,833

+107.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#350

of 777 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $68,021,381 across 14 Telecom Services names. CHTR ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	560,776	$23,743,255
2	T	At&T Inc.	1,107,515	$22,925,560
3	TMUS	T-Mobile US, Inc.	72,335	$12,132,749
4	CMCSA	Comcast Corp	192,769	$4,732,478
5	CHTR	Charter Communications, Inc. /Mo/ This page	5,833	$829,510
6	AD	Array Digital Infrastructure, Inc.	21,411	$776,362
7	BCE	Bce Inc	30,081	$647,042
8	VOD	Vodafone Group Public Ltd Co	40,347	$533,790

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,510	5,833	+107.7%	Shares	Sole	2026-08-14
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.