Ascentis Wealth Management, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2032602
DALLAS, TX
Position in CHTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$656,436
+$425,446 QoQ
Shares Held
4,616
+331.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 200 holders
Holding Since
Dec 2025
3 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, 2026Ascentis Wealth Management, LLC holds $2,760,972 across 9 Telecom Services names. CHTR ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
12,333 | $2,068,610 | |
| 2 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
4,616 | $656,436 | |
| 3 | SKM |
Sk Telecom Co Ltd
|
340 | $10,934 | |
| 4 | VEON |
VEON Ltd.
|
204 | $10,649 | |
| 5 | VZ |
Verizon Communications Inc
|
192 | $8,129 | |
| 6 | ECHO |
EchoStar CORP
|
28 | $2,842 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
151 | $1,985 | |
| 8 | T |
At&T Inc.
|
63 | $1,303 |
All Filings in CHTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,436 | 4,616 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $230,990 | 1,070 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $94,560 | 453 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||