COMPASS FINANCIAL MANAGEMENT LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2148724
TAMPA, FL
Position in CHTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,564
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#704
of 777 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Telecom Services
Communication Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $2,254,982 across 9 Telecom Services names. CHTR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
33,595 | $1,422,412 | |
| 2 | T |
At&T Inc.
|
24,533 | $507,833 | |
| 3 | ECHO |
EchoStar CORP
|
1,690 | $171,535 | |
| 4 | LUMN |
Lumen Technologies, Inc.
|
10,226 | $78,535 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
222 | $37,236 | |
| 6 | CMCSA |
Comcast Corp
|
874 | $21,456 | |
| 7 | IRDM |
Iridium Communications Inc.
|
222 | $12,176 | |
| 8 | AMX |
America Movil Sab De Cv/
|
86 | $2,235 |
All Filings in CHTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564 | 11 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||