Position in CHTR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,339
+$242 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Caldwell Trust Co holds $7,420,216 across 5 Telecom Services names.
All Filings in CHTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,339 | 34 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,097 | 34 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,353 | 34 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,899 | 34 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $12,530 | 34 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $11,654 | 34 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $11,018 | 34 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $10,164 | 34 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $9,881 | 34 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $13,215 | 34 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $18,032 | 41 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $15,062 | 41 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $12,158 | 34 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $11,529 | 34 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $10,313 | 34 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $15,930 | 34 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $18,547 | 34 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $43,681 | 67 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $48,746 | 67 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $48,337 | 67 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $41,340 | 67 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $44,323 | 67 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $41,830 | 67 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $34,172 | 67 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $30,541 | 70 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||