Position in CHTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$332,060
+$131,660 QoQ
Shares Held
2,335
+143.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#464
of 777 holders
Holding Since
Sep 2025
3 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, 2026SYM FINANCIAL Corp holds $1,747,146 across 5 Telecom Services names. CHTR ranks #4 (19.0% of the industry book) .
All Filings in CHTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,060 | 2,335 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $200,400 | 960 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,490 | 1,274 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||