MOSAIC FINANCIAL GROUP, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2011050
CHICAGO, IL
Position in CHTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$860,086
-$406,266 QoQ
Shares Held
6,048
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#342
of 776 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026MOSAIC FINANCIAL GROUP, LLC holds $4,026,399 across 2 Telecom Services names. CHTR ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
152,962 | $3,166,313 | |
| 2 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
6,048 | $860,086 |
All Filings in CHTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,086 | 6,048 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,266,352 | 5,866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,224,110 | 5,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,613,245 | 5,864 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,327,764 | 5,694 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,098,409 | 5,694 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,903,464 | 11,388 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,690,623 | 11,388 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,511,584 | 11,746 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,706,869 | 5,873 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||