Center for Financial Planning, Inc.

Position in CHTR — Charter Communications, Inc. /Mo/

CIK 1803557 SOUTHFIED, MI

Position in CHTR

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,590

+$1,137 QoQ

Shares Held

+140.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $904,226 across 7 Telecom Services names.

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	12,186	$515,955
2	T	At&T Inc.	11,756	$243,349
3	CMCSA	Comcast Corp	4,007	$98,371
4	TMUS	T-Mobile US, Inc.	249	$41,764
5	TU	Telus Corp	404	$4,270
6	LBRDA	Liberty Broadband Corp	10	$332
7	VOD	Vodafone Group Public Ltd Co	14	$185

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,590	12	+140.0%	Shares	Sole	2026-05-04
2024-03-31	$1,453	5	+150.0%	Shares	Sole	2024-04-25
2022-06-30	$937	2	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,091	2	0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,303	2	-71.4%	Shares	Sole	2022-02-08
2021-03-31	$4,319	7	0.0%	Shares	Sole	2021-05-10
2020-12-31	$4,630	7	0.0%	Shares	Sole	2021-02-09
2020-09-30	$4,370	7	0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,570	7	-12.5%	Shares	Sole	2020-08-06
2020-03-31	$3,490	8	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.