Heritage Trust Co
BankPosition in CHTR — Charter Communications, Inc. /Mo/
CIK 1706028
OKLAHOMA CITY, OK
Position in CHTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$510,772
+$127,309 QoQ
Shares Held
2,366
+152.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Heritage Trust Co holds $12,488,229 across 3 Telecom Services names.
All Filings in CHTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,772 | 2,366 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $383,463 | 938 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,351 | 815 | Shares | Sole | 2025-05-09 | |
| 2023-12-31 | $1,744,395 | 4,488 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||