HB Wealth Management, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1911253
Atlanta, GA
Position in CHTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$729,537
+$280,723 QoQ
Shares Held
5,130
+146.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 761 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026HB Wealth Management, LLC holds $45,319,832 across 16 Telecom Services names. CHTR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
1,132,000 | $23,432,400 | |
| 2 | VZ |
Verizon Communications Inc
|
208,634 | $8,833,563 | |
| 3 | CMCSA |
Comcast Corp
|
225,040 | $5,524,732 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
20,700 | $3,472,011 | |
| 5 | IRDM |
Iridium Communications Inc.
|
13,760 | $754,736 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
5,130 | $729,537 | |
| 7 | SKM |
Sk Telecom Co Ltd
|
17,427 | $560,452 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
11,016 | $487,568 |
All Filings in CHTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,537 | 5,130 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $448,814 | 2,079 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $451,735 | 2,164 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $632,753 | 2,300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $778,783 | 1,905 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $822,190 | 2,231 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $568,998 | 1,660 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $497,138 | 1,534 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $414,657 | 1,387 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $258,660 | 890 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $538,710 | 1,386 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $796,953 | 1,812 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $485,295 | 1,321 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $487,780 | 1,364 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $380,809 | 1,123 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $210,828 | 695 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $380,914 | 813 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $347,496 | 637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,980 | 523 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||