Private Wealth Management Group, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2011342
PRINCETON, NJ
Position in CHTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,261
-$783 QoQ
Shares Held
37
+32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 777 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $458,052 across 10 Telecom Services names. CHTR ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
4,709 | $199,379 | |
| 2 | T |
At&T Inc.
|
7,554 | $156,367 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
156 | $26,165 | |
| 4 | CMCSA |
Comcast Corp
|
968 | $23,764 | |
| 5 | ATEX |
Anterix Inc.
|
185 | $19,043 | |
| 6 | LUMN |
Lumen Technologies, Inc.
|
1,275 | $9,792 | |
| 7 | GSAT |
Globalstar, Inc.
|
100 | $8,129 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
203 | $7,513 |
All Filings in CHTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,261 | 37 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,044 | 28 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,515 | 36 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,703 | 28 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,446 | 28 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,318 | 28 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,597 | 28 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,074 | 28 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,370 | 28 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,137 | 28 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,826 | 33 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||