Legacy Financial Advisors, Inc.
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1730810
COVINGTON, KY
Position in CHTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$202,507
-$291,426 QoQ
Shares Held
1,424
-37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#534
of 777 holders
Holding Since
Jun 2025
5 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, 2026Legacy Financial Advisors, Inc. holds $3,191,292 across 6 Telecom Services names. CHTR ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
25,472 | $1,078,484 | |
| 2 | T |
At&T Inc.
|
35,241 | $729,488 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
3,453 | $579,171 | |
| 4 | CMCSA |
Comcast Corp
|
14,502 | $356,024 | |
| 5 | IRDM |
Iridium Communications Inc.
|
4,478 | $245,618 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
1,424 | $202,507 |
All Filings in CHTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,507 | 1,424 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $493,933 | 2,288 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $499,330 | 2,392 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $555,447 | 2,019 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $791,456 | 1,936 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||