Provenance Wealth Advisors, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2081584
FORT LAUDERDALE, FL
Position in CHTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,211
-$6,024 QoQ
Shares Held
114
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#607
of 777 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $498,334 across 8 Telecom Services names. CHTR ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCE |
Bce Inc
|
10,648 | $229,038 | |
| 2 | T |
At&T Inc.
|
10,057 | $208,179 | |
| 3 | CMCSA |
Comcast Corp
|
1,408 | $34,566 | |
| 4 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
114 | $16,211 | |
| 5 | VZ |
Verizon Communications Inc
|
114 | $4,826 | |
| 6 | TMUS |
T-Mobile US, Inc.
|
19 | $3,186 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
154 | $2,037 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
38 | $291 |
All Filings in CHTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,211 | 114 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,235 | 103 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $21,501 | 103 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,358 | 74 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,949 | 17 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,265 | 17 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $5,827 | 17 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $5,509 | 17 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $5,680 | 19 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $4,940 | 17 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $6,607 | 17 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $7,476 | 17 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||