Independent Advisor Alliance
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1696899
CHARLOTTE, NC
Position in CHTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$282,586
+$19,979 QoQ
Shares Held
1,309
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026Independent Advisor Alliance holds $24,320,288 across 7 Telecom Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
181,898 | $7,701,561 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
37,246 | $6,247,270 | |
| 3 | T |
At&T Inc.
|
254,123 | $5,260,345 | |
| 4 | CMCSA |
Comcast Corp
|
169,805 | $4,168,712 | |
| 5 | TIGO |
Millicom International Cellular SA
|
6,874 | $623,883 | |
| 6 | LUMN |
Lumen Technologies, Inc.
|
21,491 | $165,050 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
11,600 | $153,467 |
All Filings in CHTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,586 | 1,309 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $262,607 | 1,258 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $256,323 | 627 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,483 | 582 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||