Position in CHTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,009,264
-$399,137 QoQ
Shares Held
7,097
+8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Derivatives in CHTR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$71,105
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026Lido Advisors, LLC holds $52,657,129 across 11 Telecom Services names. CHTR ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
111,013 | $18,620,209 | |
| 2 | VZ |
Verizon Communications Inc
|
417,522 | $17,677,879 | |
| 3 | T |
At&T Inc.
|
599,686 | $12,413,498 | |
| 4 | CMCSA |
Comcast Corp
|
65,789 | $1,615,118 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
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|
7,097 | $1,009,264 | |
| 6 | IRDM |
Iridium Communications Inc.
|
9,801 | $537,584 | |
| 7 | ECHO |
EchoStar CORP
|
2,289 | $232,333 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
4,568 | $202,179 |
All Filings in CHTR
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,264 | 7,097 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $71,105 | 500 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $1,408,401 | 6,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,233,295 | 5,908 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $167,000 | 800 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $220,088 | 800 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,611,318 | 5,857 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,048 | 800 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $2,342,071 | 5,729 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $147,412 | 400 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $2,583,763 | 7,011 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $137,108 | 400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $2,621,504 | 7,648 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $259,264 | 800 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $2,303,883 | 7,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,127,098 | 7,115 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $239,168 | 800 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $7,408,739 | 25,492 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $465,008 | 1,600 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $8,933,420 | 22,984 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $621,888 | 1,600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $3,162,744 | 7,191 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $219,910 | 500 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $183,685 | 500 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $2,610,162 | 7,105 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,583,016 | 7,223 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,381,159 | 7,022 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,491,716 | 8,214 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,797,904 | 8,106 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $1,030,766 | 2,200 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $1,200,144 | 2,200 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $4,402,891 | 8,071 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,955,910 | 3,000 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $4,731,346 | 7,257 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,182,680 | 3,000 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $5,066,000 | 6,963 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $4,885,659 | 6,772 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $1,875,770 | 2,600 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $1,234,040 | 2,000 | Put | Sole | 2021-11-12 | |
| 2021-03-31 | $4,575,820 | 7,416 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,913,331 | 7,427 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,098,838 | 1,760 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,141,979 | 2,239 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $976,898 | 2,239 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||