Cassaday & Co Wealth Management LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1963612
MCLEAN, VA
Position in CHTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,638
-$8,404 QoQ
Shares Held
117
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#592
of 761 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $3,028,986 across 9 Telecom Services names. CHTR ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
39,806 | $1,685,386 | |
| 2 | T |
At&T Inc.
|
32,367 | $669,996 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
2,339 | $392,320 | |
| 4 | CMCSA |
Comcast Corp
|
9,786 | $240,246 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
117 | $16,638 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
500 | $16,080 | |
| 7 | ECHO |
EchoStar CORP
|
41 | $4,161 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
286 | $3,783 |
All Filings in CHTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,638 | 117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,042 | 116 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||