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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CTRA holding history

Coterra Energy Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTRA overviewAll 13F holders of CTRAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CTRA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−139,078−100.0%Sold outHolders
Q1 2026139,078$4.89M<0.1%+16,178+13.2%AddedHolders
Q4 2025122,900$3.23M<0.1%+43,719+55.2%AddedHolders
Q3 202579,181$1.87M<0.1%+13,915+21.3%AddedHolders
Q2 202565,266$1.66M<0.1%−12,798−16.4%ReducedHolders
Q1 202578,064$2.26M<0.1%+9,774+14.3%AddedHolders
Q4 202468,290$1.74M<0.1%+10,043+17.2%AddedHolders
Q3 202458,247$1.40M<0.1%−4,109−6.6%ReducedHolders
Q2 202462,356$1.66M<0.1%+3,926+6.7%AddedHolders
Q1 202458,430$1.63M<0.1%+2,884+5.2%AddedHolders
Q4 202355,546$1.42M<0.1%−1,056−1.9%ReducedHolders
Q3 202356,602$1.53M<0.1%+3,391+6.4%AddedHolders
Q2 202353,211$1.35M<0.1%−2,347−4.2%ReducedHolders
Q1 202355,558$1.36M<0.1%+12,779+29.9%AddedHolders
Q4 202242,779$1.05M<0.1%+21,411+100.2%AddedHolders
Q3 202221,368$558.0K<0.1%+5,570+35.3%AddedHolders
Q2 202215,798$407.0K<0.1%+4,579+40.8%AddedHolders
Q1 202211,219$303.0K<0.1%+1,128+11.2%AddedHolders
Q4 202110,091$192.0K<0.1%−1,992−16.5%ReducedHolders
Q3 202112,083$263.0K<0.1%+964+8.7%AddedHolders
Q2 202111,119$194.0K<0.1%−7,566−40.5%ReducedHolders
Q1 202118,685$351.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.