Position in CHTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$427,909
-$850,443 QoQ
Shares Held
3,009
-29.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#422
of 761 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $16,044,699 across 6 Telecom Services names. CHTR ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
296,339 | $12,546,993 | |
| 2 | T |
At&T Inc.
|
98,102 | $2,030,711 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
2,649 | $444,316 | |
| 4 | CHTR |
Charter Communications, Inc. /Mo/
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|
3,009 | $427,909 | |
| 5 | CMCSA |
Comcast Corp
|
15,524 | $381,114 | |
| 6 | CXDO |
Crexendo, Inc.
|
28,602 | $213,656 |
All Filings in CHTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,909 | 3,009 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $1,278,352 | 4,276 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,292,431 | 4,447 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||