PERSONAL CFO SOLUTIONS, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1677501
CHESTER, NJ
Position in CHTR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$674,409
+$409,133 QoQ
Shares Held
3,124
+413.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $9,452,522 across 7 Telecom Services names. CHTR ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
67,015 | $3,364,153 | |
| 2 | T |
At&T Inc.
|
85,776 | $2,486,646 | |
| 3 | CMCSA |
Comcast Corp
|
48,898 | $1,403,861 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
4,569 | $959,627 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
3,124 | $674,409 | |
| 6 | VIV |
Telefonica Brasil S.A.
|
21,793 | $346,726 | |
| 7 | VEON |
VEON Ltd.
|
4,689 | $217,100 |
All Filings in CHTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $674,409 | 3,124 | Shares | Sole | 2026-04-30 | |
| 2020-03-31 | $265,276 | 608 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||