AE Wealth Management LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1697723
TOPEKA, KS
Position in CHTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$829,205
-$1,578,542 QoQ
Shares Held
5,831
-33.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 761 holders
Holding Since
Mar 2020
22 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, 2026AE Wealth Management LLC holds $144,452,666 across 10 Telecom Services names. CHTR ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
2,592,511 | $63,646,109 | |
| 2 | VZ |
Verizon Communications Inc
|
1,016,769 | $43,049,967 | |
| 3 | T |
At&T Inc.
|
1,302,118 | $26,953,803 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
50,446 | $8,461,275 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
5,831 | $829,205 | |
| 6 | ECHO |
EchoStar CORP
|
5,531 | $561,386 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
44,369 | $340,737 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
8,296 | $307,024 |
All Filings in CHTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,205 | 5,831 | Shares | Other | 2026-08-03 | |
| 2025-09-30 | $2,407,747 | 8,752 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,068,560 | 5,060 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,533,809 | 4,162 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $870,627 | 2,540 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $613,804 | 1,894 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $612,559 | 1,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,075,359 | 2,445 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $564,647 | 1,537 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $524,971 | 1,468 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $578,165 | 1,705 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $519,941 | 1,714 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $796,969 | 1,701 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $999,392 | 1,832 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,201,580 | 1,843 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,368,540 | 1,881 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,108,868 | 1,537 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $911,955 | 1,478 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $869,276 | 1,314 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $885,314 | 1,418 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $674,272 | 1,322 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $597,744 | 1,370 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||