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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CHTR holding history

Charter Communications, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHTR overviewAll 13F holders of CHTRFull Q2 2026 holdings

Shares (Q2 2026)
791
Value
$112.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CHTR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026791$112.5K<0.1%+412+108.7%AddedHolders
Q1 2026379$81.8K<0.1%−199−34.4%ReducedHolders
Q4 2025578$120.7K<0.1%−2,438−80.8%ReducedHolders
Q3 20253,016$829.7K<0.1%+627+26.2%AddedHolders
Q2 20252,389$976.6K<0.1%+667+38.7%AddedHolders
Q1 20251,722$634.6K<0.1%+2+0.1%AddedHolders
Q4 20241,720$589.5K<0.1%−639−27.1%ReducedHolders
Q3 20242,359$764.5K<0.1%−70−2.9%ReducedHolders
Q2 20242,429$726.2K<0.1%+27+1.1%AddedHolders
Q1 20242,402$659.7K<0.1%+339+16.4%AddedHolders
Q4 20232,063$801.8K<0.1%−48−2.3%ReducedHolders
Q3 20232,111$928.5K0.1%+493+30.5%AddedHolders
Q2 20231,618$594.4K<0.1%+1,142+239.9%AddedHolders
Q1 2023476$170.2K<0.1%−50−9.5%ReducedHolders
Q4 2022526$178.4K<0.1%00.0%UnchangedHolders
Q3 2022526$160.0K<0.1%−90−14.6%ReducedHolders
Q2 2022616$289.0K<0.1%+5+0.8%AddedHolders
Q1 2022611$333.0K<0.1%+248+68.3%AddedHolders
Q4 2021363$237.0K<0.1%−94−20.6%ReducedHolders
Q3 2021457$332.0K<0.1%+85+22.8%AddedHolders
Q2 2021372$268.0K<0.1%+1+0.3%AddedHolders
Q1 2021371$229.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.