United Financial Planning Group LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2088337
HAUPPAUGE, NY
Position in CHTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142
-$73 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#754
of 761 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $65,942 across 6 Telecom Services names. CHTR ranks #5 (0.2% of the industry book) .
All Filings in CHTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $215 | 1 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $208 | 1 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $275 | 1 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||