Whipplewood Advisors, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2052510
LITTLETON, CO
Position in CHTR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,590
+$2,382 QoQ
Shares Held
12
+1100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $60,459 across 7 Telecom Services names.
All Filings in CHTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,590 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $208 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $6,540 | 16 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,053 | 11 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,483 | 16 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||