Charter Communications, Inc.
MX ˙ BMV ˙ US16119P1084
SecurityMX:CHTR / Charter Communications, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership1,751 shares
Latest Disclosed Value $ 378,006
Arkadios Wealth Advisors reports 7.56% increase in ownership of CHTR / Charter Communications, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 1,751 shares of Charter Communications, Inc. (MX:CHTR) valued at $378,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,628 shares of Charter Communications, Inc.. This represents a change in shares of 7.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F CHARTER COMMUNICATIONS INC CL A Stock 16119P108 1,751 123 7.56 378 11.50 0.0040
2026-02-13 2025-12-31 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 1,628 -1,444 -47.01 340 -59.88 0.0066
2025-10-29 2025-09-30 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 3,072 776 33.80 845 -9.91 0.0203
2025-08-04 2025-06-30 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 2,296 2,296 939 0.0277
2022-02-03 2021-12-31 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 0 -237 -100.00 0 0.0000
2021-10-19 2021-09-30 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 237 -4 -1.66 0 0.0248
2021-07-28 2021-06-30 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 241 2 0.84 0 0.0211
2021-04-26 2021-03-31 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 239 51 27.13 0 0.0242
2021-02-09 2020-12-31 13F CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 188 1 0.53 0 -100.00 0.0260
2020-11-10 2020-09-30 13F CHARTER COMMUNICATIONS INC NEW CL A Common Stock 16119P108 187 -73 -28.08 119 -16.31 0.0595
2020-08-10 2020-06-30 13F CHARTER COMMUNICATIONS INC NEW CL A Common Stock 16119P108 260 31 13.54 141 42.42 0.0783
2020-05-14 2020-03-31 13F CHARTER COMMUNICATIONS INC NEW CL A Common Stock 16119P108 229 0 0.00 100 -18.85 0.0637
2020-02-14 2019-12-31 13F CHARTER COMMUNICATIONS INC NEW CL A Common Stock 16119P108 229 229 122 0.0733
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.