MONTAG A & ASSOCIATES INC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 829407
ATLANTA, GA
Position in CHTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,266
-$2,210 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 777 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $2,125,346 across 8 Telecom Services names. CHTR ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
28,177 | $1,193,014 | |
| 2 | T |
At&T Inc.
|
26,443 | $547,370 | |
| 3 | CMCSA |
Comcast Corp
|
12,108 | $297,251 | |
| 4 | AMX |
America Movil Sab De Cv/
|
1,962 | $50,992 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
75 | $12,579 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
793 | $10,491 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
713 | $9,383 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
30 | $4,266 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,266 | 30 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,476 | 30 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,262 | 30 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,253 | 30 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,264 | 30 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,536 | 91 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $31,192 | 91 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,491 | 91 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $27,205 | 91 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,447 | 91 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $35,369 | 91 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $40,023 | 91 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $33,430 | 91 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,542 | 91 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $441,169 | 1,301 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $766,262 | 2,526 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,445,883 | 3,086 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,983,510 | 3,636 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,703,719 | 4,147 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,957,926 | 5,440 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,338,659 | 8,786 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,164,457 | 8,370 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,502,772 | 8,318 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,006,343 | 11,222 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,029,881 | 13,783 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $6,781,130 | 15,542 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||