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Advisors Asset Management, Inc.: CHTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on CHTR, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 46,830 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,830 shares
    Change vs previous 13F +1,554 shares

    0.1% of the 13F portfolio, value $6,659,694.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,276 shares
    Change vs previous 13F +2,352 shares

    0.16% of the 13F portfolio, value $9,774,183.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 42,924 shares
    Change vs previous 13F +1,683 shares

    0.15% of the 13F portfolio, value $8,960,385.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 41,241 shares
    Change vs previous 13F -73 shares

    0.19% of the 13F portfolio, value $11,345,605.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 41,314 shares
    Change vs previous 13F -2,083 shares

    0.3% of the 13F portfolio, value $16,889,576.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 43,397 shares
    Change vs previous 13F +814 shares

    0.3% of the 13F portfolio, value $15,993,096.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 42,583 shares
    Change vs previous 13F +996 shares

    0.27% of the 13F portfolio, value $14,596,175.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 41,587 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,477,515.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).