True Wealth Design, LLC

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

CIK 1966033 AKRON, OH

Position in CHTR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$152,449

+$139,928 QoQ

Shares Held

1,072

+1748.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#528

of 761 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

True Wealth Design, LLC holds $651,304 across 32 Telecom Services names. CHTR ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	1,038	$174,103
2	CHTR	Charter Communications, Inc. /Mo/ This page	1,072	$152,449
3	IRDM	Iridium Communications Inc.	1,722	$94,451
4	VZ	Verizon Communications Inc	1,573	$66,600
5	T	At&T Inc.	1,741	$36,038
6	LUMN	Lumen Technologies, Inc.	3,000	$23,040
7	VOD	Vodafone Group Public Ltd Co	1,395	$18,455
8	CHT	Chunghwa Telecom Co Ltd	372	$16,464

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,449	1,072	+1748.3%	Shares	Sole	2026-07-16
2026-03-31	$12,521	58	-80.2%	Shares	Sole	2026-04-13
2025-12-31	$61,163	293	-22.1%	Shares	Sole	2026-01-08
2025-09-30	$103,441	376	+3033.3%	Shares	Sole	2025-10-21
2025-06-30	$4,905	12	+20.0%	Shares	Sole	2025-08-06
2025-03-31	$3,685	10	+66.7%	Shares	Sole	2025-05-13
2024-12-31	$2,056	6	+100.0%	Shares	Sole	2025-02-14
2024-09-30	$972	3	+50.0%	Shares	Sole	2024-11-14
2024-06-30	$597	2	-33.3%	Shares	Sole	2024-08-14
2024-03-31	$871	3	+50.0%	Shares	Sole	2024-05-14
2023-12-31	$777	2	0.0%	Shares	Sole	2024-02-14
2023-09-30	$879	2	0.0%	Shares	Sole	2023-11-13
2023-06-30	$734	2	0.0%	Shares	Sole	2023-08-14
2023-03-31	$715	2	-33.3%	Shares	Sole	2023-05-12
2022-12-31	$1,017	3	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.