Position in CHTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,794
-$7,362 QoQ
Shares Held
97
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#599
of 761 holders
Holding Since
Sep 2022
12 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, 2026Clearstead Trust, LLC holds $1,046,717 across 12 Telecom Services names. CHTR ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
8,598 | $364,039 | |
| 2 | GSAT |
Globalstar, Inc.
|
2,131 | $173,228 | |
| 3 | T |
At&T Inc.
|
7,199 | $149,019 | |
| 4 | CMCSA |
Comcast Corp
|
5,406 | $132,717 | |
| 5 | IRDM |
Iridium Communications Inc.
|
1,812 | $99,388 | |
| 6 | TMUS |
T-Mobile US, Inc.
|
522 | $87,555 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
97 | $13,794 | |
| 8 | TIGO |
Millicom International Cellular SA
|
85 | $7,714 |
All Filings in CHTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,794 | 97 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,156 | 98 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,676 | 123 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,589 | 133 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $107,517 | 263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,900 | 54 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,399 | 7 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,592 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,391 | 8 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,325 | 8 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $394,121 | 1,014 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $25,784 | 85 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||