Position in CHTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,579
-$5,177 QoQ
Shares Held
208
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#589
of 777 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Spire Wealth Management holds $2,755,918 across 16 Telecom Services names. CHTR ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
21,276 | $900,825 | |
| 2 | T |
At&T Inc.
|
41,154 | $851,887 | |
| 3 | LUMN |
Lumen Technologies, Inc.
|
46,852 | $359,823 | |
| 4 | CMCSA |
Comcast Corp
|
9,771 | $239,878 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
681 | $114,224 | |
| 6 | KT |
Kt Corp
|
5,296 | $91,514 | |
| 7 | AMX |
America Movil Sab De Cv/
|
2,146 | $55,774 | |
| 8 | BCE |
Bce Inc
|
1,750 | $37,642 |
All Filings in CHTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,579 | 208 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $34,756 | 161 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $36,740 | 176 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $41,266 | 150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $64,591 | 158 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $57,859 | 157 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $52,101 | 152 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $48,612 | 150 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $44,844 | 150 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $45,919 | 158 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $62,577 | 161 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,811 | 161 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $63,555 | 173 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,793 | 170 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $94,608 | 279 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $119,216 | 393 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $211,307 | 451 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $304,945 | 559 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,929,704 | 25,967 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $18,338,149 | 25,205 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $18,267,114 | 25,320 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,847,541 | 25,684 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||