Heritage Wealth Advisors

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

CIK 1591122 RICHMOND, VA

Position in CHTR

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

Position Value

$10,239

-$5,304 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#622

of 777 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $731,097 across 6 Telecom Services names. CHTR ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	10,377	$439,362
2	T	At&T Inc.	10,096	$208,987
3	CMCSA	Comcast Corp	1,986	$48,756
4	TMUS	T-Mobile US, Inc.	104	$17,443
5	CHTR	Charter Communications, Inc. /Mo/ This page	72	$10,239
6	VOD	Vodafone Group Public Ltd Co	477	$6,310

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,239	72	0.0%	Shares	Sole	2026-08-14
2026-03-31	$15,543	72	0.0%	Shares	Sole	2026-05-14
2025-12-31	$15,030	72	0.0%	Shares	Sole	2026-02-13
2025-09-30	$19,807	72	0.0%	Shares	Sole	2025-11-13
2025-06-30	$29,434	72	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.