Position in CHTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,559
-$679 QoQ
Shares Held
18
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 777 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $22,108,374 across 14 Telecom Services names. CHTR ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
303,587 | $12,853,873 | |
| 2 | T |
At&T Inc.
|
435,096 | $9,006,487 | |
| 3 | CMCSA |
Comcast Corp
|
4,821 | $118,355 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
474 | $79,504 | |
| 5 | BCE |
Bce Inc
|
886 | $19,057 | |
| 6 | IDT |
Idt Corp
|
100 | $5,816 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
430 | $5,688 | |
| 8 | ECHO |
EchoStar CORP
|
54 | $5,481 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,559 | 18 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,238 | 15 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,878 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,200 | 8 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,044 | 5 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,474 | 4 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $685 | 2 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $648 | 2 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $597 | 2 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $581 | 2 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $777 | 2 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $879 | 2 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $734 | 2 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $715 | 2 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $678 | 2 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,336 | 11 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,153 | 11 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,909 | 9 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,867 | 9 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,548 | 9 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $6,493 | 9 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,553 | 9 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $5,953 | 9 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,619 | 9 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $6,630 | 13 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,672 | 13 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||