AXXCESS WEALTH MANAGEMENT, LLC

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

CIK 1911056 CARLSBAD, CA

Position in CHTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$590,029

+$385,348 QoQ

Shares Held

4,149

+457.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#399

of 777 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $23,631,740 across 7 Telecom Services names. CHTR ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	319,430	$13,524,666
2	CMCSA	Comcast Corp	198,671	$4,877,373
3	T	At&T Inc.	129,266	$2,675,806
4	AMX	America Movil Sab De Cv/	36,476	$948,011
5	TMUS	T-Mobile US, Inc.	5,027	$843,178
6	CHTR	Charter Communications, Inc. /Mo/ This page	4,149	$590,029
7	VOD	Vodafone Group Public Ltd Co	13,052	$172,677

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,029	4,149	+457.7%	Shares	Sole	2026-07-28
2025-09-30	$204,681	744	-64.8%	Shares	Sole	2025-11-07
2025-06-30	$865,041	2,116	-10.0%	Shares	Sole	2025-07-28
2025-03-31	$866,045	2,350	+5.6%	Shares	Sole	2025-04-30
2024-12-31	$762,663	2,225	+18.0%	Shares	Sole	2025-02-10
2024-09-30	$611,214	1,886	+71.3%	Shares	Sole	2024-11-04
2024-06-30	$329,154	1,101	0.0%	Shares	Sole	2024-08-09
2024-03-31	$319,983	1,101	+66.8%	Shares	Sole	2024-05-14
2023-12-31	$256,528	660	+5.8%	Shares	Sole	2024-02-06
2023-09-30	$274,447	624	-5.2%	Shares	Sole	2023-11-14
2023-06-30	$241,729	658	+1.1%	Shares	Sole	2023-08-08
2023-03-31	$232,804	651	0.0%	Shares	Sole	2023-05-03
2022-12-31	$220,754	651	+45.6%	Shares	Sole	2023-02-16
2022-03-31	$243,847	447	-4.5%	Shares	Sole	2022-08-11
2021-12-31	$305,121	468	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.