Perigon Wealth Management, LLC

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

CIK 1575239 SAN FRANCISCO, CA

Position in CHTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$846,576

-$86,457 QoQ

Shares Held

5,953

+37.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#338

of 761 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Communication Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $16,024,988 across 9 Telecom Services names. CHTR ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	173,307	$7,337,818
2	T	At&T Inc.	153,344	$3,174,220
3	CMCSA	Comcast Corp	66,656	$1,636,404
4	LUMN	Lumen Technologies, Inc.	116,479	$894,558
5	CHTR	Charter Communications, Inc. /Mo/ This page	5,953	$846,576
6	TMUS	T-Mobile US, Inc.	3,700	$620,601
7	ECHO	EchoStar CORP	5,232	$531,048
8	VOD	Vodafone Group Public Ltd Co	39,391	$521,142

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$846,576	5,953	+37.7%	Shares	Sole	2026-08-07
2026-03-31	$933,033	4,322	+15.6%	Shares	Sole	2026-04-10
2025-12-31	$780,516	3,739	-6.8%	Shares	Sole	2026-01-16
2025-09-30	$1,103,741	4,012	+2.2%	Shares	Sole	2025-10-17
2025-06-30	$1,604,170	3,924	+0.8%	Shares	Sole	2025-07-16
2025-03-31	$1,433,950	3,891	+4.8%	Shares	Sole	2025-04-23
2024-12-31	$1,272,362	3,712	-2.3%	Shares	Sole	2025-01-22
2024-09-30	$1,231,504	3,800	+3.5%	Shares	Sole	2024-10-16
2024-06-30	$1,098,080	3,673	+3.8%	Shares	Sole	2024-08-02
2024-03-31	$1,028,248	3,538	+2.2%	Shares	Sole	2024-04-29
2023-12-31	$1,345,221	3,461	+1.2%	Shares	Sole	2024-01-29
2023-09-30	$1,504,624	3,421	-0.6%	Shares	Sole	2023-10-30
2023-06-30	$1,264,120	3,441	+1.5%	Shares	Sole	2023-08-02
2023-03-31	$1,212,297	3,390	+2059.2%	Shares	Sole	2023-05-03
2020-12-31	$103,863	157	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.