OneDigital Investment Advisors LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1690370
OVERLAND PARK, KS
Position in CHTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$248,867
+$17,775 QoQ
Shares Held
1,750
+108.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#511
of 777 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $13,315,184 across 11 Telecom Services names. CHTR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
80,082 | $3,390,671 | |
| 2 | T |
At&T Inc.
|
149,451 | $3,093,635 | |
| 3 | CMCSA |
Comcast Corp
|
85,435 | $2,097,429 | |
| 4 | ECHO |
EchoStar CORP
|
19,909 | $2,020,763 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
6,755 | $1,133,016 | |
| 6 | IRDM |
Iridium Communications Inc.
|
6,374 | $349,613 | |
| 7 | SKM |
Sk Telecom Co Ltd
|
9,677 | $311,212 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
6,404 | $283,441 |
All Filings in CHTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,867 | 1,750 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $231,092 | 840 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $358,935 | 878 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $292,244 | 793 | Shares | Sole | 2025-04-29 | |
| 2023-03-31 | $480,985 | 1,345 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||