EVOLVE PRIVATE WEALTH, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2111131
LOS ANGELES, CA
Position in CHTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$834,488
+$370,994 QoQ
Shares Held
5,868
+173.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#341
of 761 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $10,584,538 across 8 Telecom Services names. CHTR ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
79,297 | $3,357,434 | |
| 2 | CMCSA |
Comcast Corp
|
121,323 | $2,978,479 | |
| 3 | TIGO |
Millicom International Cellular SA
|
19,414 | $1,762,014 | |
| 4 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
5,868 | $834,488 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
3,782 | $634,354 | |
| 6 | IRDM |
Iridium Communications Inc.
|
9,343 | $512,463 | |
| 7 | ECHO |
EchoStar CORP
|
3,505 | $355,757 | |
| 8 | LBTYA |
Liberty Global Ltd.
|
13,153 | $149,549 |
All Filings in CHTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,488 | 5,868 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $463,494 | 2,147 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $311,455 | 1,492 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||