Pinnacle Wealth Planning Services, Inc.
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1726752
MANSFIELD, OH
Position in CHTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,281
-$23,416 QoQ
Shares Held
227
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 777 holders
Holding Since
Mar 2020
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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,247,395 across 29 Telecom Services names. CHTR ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
38,122 | $789,125 | |
| 2 | VZ |
Verizon Communications Inc
|
17,912 | $758,394 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
2,792 | $468,302 | |
| 4 | SKM |
Sk Telecom Co Ltd
|
9,448 | $303,847 | |
| 5 | LUMN |
Lumen Technologies, Inc.
|
23,882 | $183,413 | |
| 6 | IRDM |
Iridium Communications Inc.
|
2,063 | $113,155 | |
| 7 | CMCSA |
Comcast Corp
|
3,933 | $96,555 | |
| 8 | RCI |
Rogers Communications Inc
|
2,789 | $90,642 |
All Filings in CHTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,281 | 227 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $55,697 | 258 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,578 | 89 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $318,131 | 679 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $368,362 | 565 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $389,972 | 536 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $385,975 | 535 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $236,318 | 383 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $297,035 | 449 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $297,810 | 477 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $243,798 | 478 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $239,970 | 550 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||