Clearstead Advisors, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 842775
CLEVELAND, OH
Position in CHTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$112,488
+$30,670 QoQ
Shares Held
791
+108.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
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, 2026Clearstead Advisors, LLC holds $18,076,688 across 27 Telecom Services names. CHTR ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
458,137 | $9,483,435 | |
| 2 | VZ |
Verizon Communications Inc
|
104,250 | $4,413,945 | |
| 3 | CMCSA |
Comcast Corp
|
66,264 | $1,626,781 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
5,724 | $960,086 | |
| 5 | LBTYA |
Liberty Global Ltd.
|
53,558 | $595,455 | |
| 6 | LBRDA |
Liberty Broadband Corp
|
15,045 | $500,396 | |
| 7 | TDS |
Telephone & Data Systems Inc /De/
|
4,100 | $151,741 | |
| 8 | AMX |
America Movil Sab De Cv/
|
4,485 | $116,565 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,488 | 791 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $81,818 | 379 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120,657 | 578 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $829,731 | 3,016 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $976,647 | 2,389 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $634,608 | 1,722 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $589,564 | 1,720 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $764,504 | 2,359 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $726,173 | 2,429 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $698,093 | 2,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $801,846 | 2,063 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $928,460 | 2,111 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $594,404 | 1,618 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $170,222 | 476 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $178,366 | 526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $159,562 | 526 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $288,614 | 616 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $333,312 | 611 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $236,665 | 363 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $332,494 | 457 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $268,379 | 372 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $228,914 | 371 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $238,819 | 361 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $225,386 | 361 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $184,124 | 361 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $157,507 | 361 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||