Planning Strategies Inc.
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2139665
LANCASTER, PA
Position in CHTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,413
New position
Shares Held
24
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 776 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Telecom Services
Communication Services · as of Jun 30, 2026Planning Strategies Inc. holds $194,114 across 8 Telecom Services names. CHTR ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
2,647 | $112,073 | |
| 2 | T |
At&T Inc.
|
2,147 | $44,442 | |
| 3 | AMX |
America Movil Sab De Cv/
|
390 | $10,136 | |
| 4 | IRDM |
Iridium Communications Inc.
|
125 | $6,856 | |
| 5 | CMCSA |
Comcast Corp
|
261 | $6,407 | |
| 6 | TV |
Grupo Televisa, S.A.B.
|
2,000 | $5,420 | |
| 7 | TMUS |
T-Mobile US, Inc.
|
32 | $5,367 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
24 | $3,413 |
All Filings in CHTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,413 | 24 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||