Concurrent Investment Advisors, LLC

SEC CIK: 0002001015
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CHTR holding history

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

CHTR overview All 13F holders of CHTR Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CHTR by Concurrent Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−726−100.0%	Sold out	Holders
Q1 2024	726	$211.0K	<0.1%	−26−3.5%	Reduced	Holders
Q4 2023	752	$292.3K	<0.1%	–	No prior filing	Holders