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Focus Partners Wealth: CHTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on CHTR, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 25,988 CHTR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,988 shares
    Change vs previous 13F +21,060 shares

    <0.01% of the 13F portfolio, value $3,695,784.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,783 shares
    • Focus Partners Advisor Solutions, LLC: 5,205 shares

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

  2. period ended2026-03-31
    13F 4,928 shares
    Change vs previous 13F -4,313 shares

    <0.01% of the 13F portfolio, value $1,064,035.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,928 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 9,241 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $1,929,403.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,337 shares
    • Focus Partners Advisor Solutions, LLC: 2,904 shares

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

  4. period ended2025-09-30
    13F 9,561 shares
    Change vs previous 13F +6,233 shares

    <0.01% of the 13F portfolio, value $2,536,806.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,390 shares
    • Focus Partners Advisor Solutions, LLC: 3,171 shares

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

  5. period ended2025-06-30
    13F 3,328 shares
    Change vs previous 13F -1,863 shares

    <0.01% of the 13F portfolio, value $1,359,766.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,361 shares
    • Focus Partners Advisor Solutions, LLC: 967 shares

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

  6. period ended2025-03-31
    13F/A 5,191 shares
    Change vs previous 13F +3,065 shares

    <0.01% of the 13F portfolio, value $1,913,215.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,640 shares
    • Focus Partners Advisor Solutions, LLC: 551 shares

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

  7. period ended2024-12-31
    13F/A 2,126 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $728,729.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 1,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $503,620.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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