CHTR CHARTER COMMUNICATIONS INC N

Ownership history in STEPHENS INC /AR/  ·  28 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported CHARTER COMMUNICATIONS INC N (CHTR) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q3. The latest visible filing shows CHTR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in CHARTER COMMUNICATIONS INC N, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held CHTR — position size vs. price
% of Fund (quarterly)    CHTR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,265 +211 +20.0% 0.00% $348K 2025-10-27 $245.44
2025 Q2 ADDED 1,054 +423 +67.0% 0.01% $431K 2025-07-29 $280.68
2025 Q1 ADDED 631 +5 +0.8% 0.00% $233K 2025-05-01 $383.00
2024 Q4 REDUCED 626 -3 -0.5% 0.00% $215K 2025-01-28 $365.38
2024 Q3 REDUCED 629 -139 -18.1% 0.00% $204K 2024-10-28 $329.67
2024 Q1 REDUCED 768 -59 -7.1% 0.00% $223K 2024-05-15 $271.77
2023 Q4 REDUCED 827 -9 -1.1% 0.01% $321K 2024-02-13 $292.65
2023 Q3 REDUCED 836 -478 -36.4% 0.01% $368K 2023-11-14 $414.84
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and CHTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning CHTR?

STEPHENS INC /AR/ reported CHTR across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CHTR position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for CHTR was 0.01% in 2023 Q3.

What is the latest reported CHTR position on this page?

The most recent filing on this page is 2025 Q3, when STEPHENS INC /AR/ reported 1,265 shares, equal to 0.00% of portfolio, with an estimated market value of $348K.

What does the chart on this CHTR ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly CHTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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