Position in CHTR
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$332
-$136 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 26 holders
Holding Since
Jun 2021
4 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 Sep 30, 2026GoalVest Advisory LLC holds $1,772,175 across 7 Telecom Services names. CHTR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
67,424 | $1,645,145 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
734 | $119,700 | |
| 3 | LBTYA |
Liberty Global Ltd.
|
390 | $3,467 | |
| 4 | VZ |
Verizon Communications Inc
|
65 | $2,981 | |
| 5 | CMCSA |
Comcast Corp
|
17 | $369 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
3 | $332 | |
| 7 | CHT |
Chunghwa Telecom Co Ltd
|
4 | $181 |
All Filings in CHTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $332 | 3 | Shares | Sole | 2026-10-02 | |
| 2022-06-30 | $468 | 1 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $545 | 1 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $3,607 | 5 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||