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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

CHTR holding history

Charter Communications, Inc. in every 13F filed by Arkadios Wealth Advisors, 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)
12,279
Value
$1.75M
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of CHTR by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,279$1.75M<0.1%+10,528+601.3%AddedHolders
Q1 20261,751$378.0K<0.1%+123+7.6%AddedHolders
Q4 20251,628$339.8K<0.1%−1,444−47.0%ReducedHolders
Q3 20253,072$845.1K<0.1%+776+33.8%AddedHolders
Q2 20252,296$938.6K<0.1%+2,296NewHolders
Q4 20210$00.0%−237−100.0%Sold outHolders
Q3 2021237$172.0K<0.1%−4−1.7%ReducedHolders
Q2 2021241$173.0K<0.1%+2+0.8%AddedHolders
Q1 2021239$147.0K<0.1%––Holders

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