Shira Ridge Wealth Management

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

CIK 1961210 LARKSPUR, CA

Position in CHTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$281,718

-$228,838 QoQ

Shares Held

1,981

-16.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#497

of 777 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Shira Ridge Wealth Management holds $486,474 across 2 Telecom Services names. CHTR ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CHTR	Charter Communications, Inc. /Mo/ This page	1,981	$281,718
2	VZ	Verizon Communications Inc	4,836	$204,756

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,718	1,981	-16.2%	Shares	Sole	2026-07-09
2026-03-31	$510,556	2,365	0.0%	Shares	Sole	2026-04-13
2025-12-31	$493,693	2,365	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$647,608	2,354	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$975,011	2,385	0.0%	Shares	Sole	2025-07-10
2025-03-31	$878,944	2,385	0.0%	Shares	Sole	2025-04-15
2024-12-31	$817,506	2,385	0.0%	Shares	Sole	2025-01-14
2024-09-30	$772,930	2,385	0.0%	Shares	Sole	2024-10-10
2024-06-30	$713,019	2,385	0.0%	Shares	Sole	2024-07-12
2024-03-31	$693,152	2,385	-0.3%	Shares	Sole	2024-04-18
2023-12-31	$929,722	2,392	-0.1%	Shares	Sole	2024-01-10
2023-09-30	$1,053,368	2,395	+0.1%	Shares	Sole	2023-10-11
2023-06-30	$878,749	2,392	0.0%	Shares	Sole	2023-07-12
2023-03-31	$855,403	2,392	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$808,753	2,385	—	Shares	Sole	2023-01-12
No filing history on record for this holder in this stock.