ELEVATION WEALTH PARTNERS, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1976256
WALNUT CREEK, CA
Position in CHTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$17,207
+$9,652 QoQ
Shares Held
121
+245.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#605
of 777 holders
Holding Since
Mar 2024
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $263,449 across 20 Telecom Services names. CHTR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
3,890 | $80,523 | |
| 2 | VZ |
Verizon Communications Inc
|
960 | $40,646 | |
| 3 | CMCSA |
Comcast Corp
|
909 | $22,315 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
120 | $20,127 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
121 | $17,207 | |
| 6 | LBRDA |
Liberty Broadband Corp
|
362 | $12,047 | |
| 7 | BCE |
Bce Inc
|
532 | $11,443 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
227 | $10,047 |
All Filings in CHTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,207 | 121 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,555 | 35 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,888 | 33 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,650 | 6 | Shares | Sole | 2025-10-14 | |
| 2024-06-30 | $5,979 | 20 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $5,812 | 20 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||