Integrated Wealth Concepts LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1737109
WALTHAM, MA
Position in CHTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$817,138
+$360,984 QoQ
Shares Held
5,746
+171.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 761 holders
Holding Since
Jun 2021
18 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, 2026Integrated Wealth Concepts LLC holds $42,081,328 across 39 Telecom Services names. CHTR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
492,823 | $20,866,125 | |
| 2 | T |
At&T Inc.
|
412,764 | $8,544,214 | |
| 3 | CMCSA |
Comcast Corp
|
137,657 | $3,379,479 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
16,882 | $2,831,617 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
115,959 | $1,534,137 | |
| 6 | IRDM |
Iridium Communications Inc.
|
16,042 | $879,903 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
5,746 | $817,138 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
13,810 | $511,108 |
All Filings in CHTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,138 | 5,746 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $456,154 | 2,113 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $347,360 | 1,664 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $392,306 | 1,426 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $562,931 | 1,377 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $336,467 | 913 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $269,074 | 785 | Shares | Other | 2025-02-14 | |
| 2024-06-30 | $205,086 | 686 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $219,425 | 755 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $326,879 | 841 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $366,809 | 834 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $347,532 | 946 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $409,105 | 1,144 | Shares | Other | 2023-05-03 | |
| 2022-06-30 | $220,677 | 471 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $264,577 | 485 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $299,906 | 460 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $462,728 | 636 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $258,279 | 358 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||