Smallwood Wealth Investment Management, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1921304
RED BANK, NJ
Position in CHTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,839
-$1,989 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 777 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $755,710 across 8 Telecom Services names. CHTR ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
17,138 | $354,756 | |
| 2 | VZ |
Verizon Communications Inc
|
4,971 | $210,472 | |
| 3 | CMCSA |
Comcast Corp
|
6,915 | $169,763 | |
| 4 | BCE |
Bce Inc
|
471 | $10,131 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
487 | $6,443 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
27 | $3,839 | |
| 7 | TLK |
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk
|
20 | $268 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
5 | $38 |
All Filings in CHTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,839 | 27 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,828 | 27 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,636 | 27 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,427 | 27 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,037 | 27 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $9,950 | 27 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||