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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CTRA holding history

Coterra Energy Inc. in every 13F filed by True Wealth Design, LLC, 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
14
Since Q4 2022
Holdings of CTRA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−158−100.0%Sold outHolders
Q1 2026158$5.55K<0.1%−6−3.7%ReducedHolders
Q4 2025164$4.32K<0.1%−1,385−89.4%ReducedHolders
Q3 20251,549$36.6K<0.1%+292+23.2%AddedHolders
Q2 20251,257$31.9K<0.1%−314−20.0%ReducedHolders
Q1 20251,571$45.4K<0.1%+94+6.4%AddedHolders
Q4 20241,477$37.7K<0.1%−140−8.7%ReducedHolders
Q3 20241,617$38.7K<0.1%−29,016−94.7%ReducedHolders
Q2 202430,633$817.0K0.2%+122+0.4%AddedHolders
Q1 202430,511$850.6K0.2%+729+2.4%AddedHolders
Q4 202329,782$760.0K0.2%−812−2.7%ReducedHolders
Q3 202330,594$827.6K0.3%+30,584+305,840.0%AddedHolders
Q2 202310$253<0.1%−61−85.9%ReducedHolders
Q1 202371$1.74K<0.1%+63+787.5%AddedHolders
Q4 20228$197<0.1%–No prior filingHolders