Position in CHTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,417
-$3,627 QoQ
Shares Held
17
-39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#684
of 777 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,063,229 across 20 Telecom Services names. CHTR ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
23,475 | $993,931 | |
| 2 | T |
At&T Inc.
|
32,317 | $668,961 | |
| 3 | CMCSA |
Comcast Corp
|
8,675 | $212,971 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
750 | $125,797 | |
| 5 | CHT |
Chunghwa Telecom Co Ltd
|
346 | $15,313 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
1,117 | $14,777 | |
| 7 | SKM |
Sk Telecom Co Ltd
|
344 | $11,063 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
723 | $5,552 |
All Filings in CHTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,417 | 17 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,044 | 28 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,131 | 15 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||