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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CHTR holding history

Charter Communications, Inc. in every 13F filed by Creative Planning, 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)
56,881
Value
$8.09M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CHTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,881$8.09M<0.1%+29,649+108.9%AddedHolders
Q1 202627,232$5.88M<0.1%+4,707+20.9%AddedHolders
Q4 202522,525$4.70M<0.1%+8,296+58.3%AddedHolders
Q3 202514,229$3.91M<0.1%+599+4.4%AddedHolders
Q2 202513,630$5.57M<0.1%+585+4.5%AddedHolders
Q1 202513,045$4.81M<0.1%+1,313+11.2%AddedHolders
Q4 202411,732$4.02M<0.1%+751+6.8%AddedHolders
Q3 202410,981$3.56M<0.1%+161+1.5%AddedHolders
Q2 202410,820$3.23M<0.1%+2,624+32.0%AddedHolders
Q1 20248,196$2.38M<0.1%−586−6.7%ReducedHolders
Q4 20238,782$3.41M<0.1%+1,009+13.0%AddedHolders
Q3 20237,773$3.42M<0.1%+626+8.8%AddedHolders
Q2 20237,147$2.63M<0.1%+681+10.5%AddedHolders
Q1 20236,466$2.31M<0.1%−53−0.8%ReducedHolders
Q4 20226,519$2.21M<0.1%+1,516+30.3%AddedHolders
Q3 20225,003$1.52M<0.1%−202−3.9%ReducedHolders
Q2 20225,205$2.44M<0.1%+460+9.7%AddedHolders
Q1 20224,745$2.59M<0.1%−285−5.7%ReducedHolders
Q4 20215,030$3.28M<0.1%−430−7.9%ReducedHolders
Q3 20215,460$3.97M<0.1%−207−3.7%ReducedHolders
Q2 20215,667$4.09M<0.1%−19,827−77.8%ReducedHolders
Q1 202125,494$15.7M<0.1%––Holders

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