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Livermore
Livermore
ZHEN

BWM Planning, LLC

SEC CIK
0002039698
Latest filing
Jul 23, 2026

CTRA holding history

Coterra Energy Inc. in every 13F filed by BWM Planning, 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
7
Since Q3 2024
Holdings of CTRA by BWM Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−52,487−100.0%Sold outHolders
Q1 202652,487$1.84M0.5%00.0%UnchangedHolders
Q4 202552,487$1.38M0.4%00.0%UnchangedHolders
Q3 202552,487$1.24M0.4%00.0%UnchangedHolders
Q2 202552,487$1.33M0.5%00.0%UnchangedHolders
Q1 202552,487$1.52M0.6%00.0%UnchangedHolders
Q4 202452,487$1.34M0.6%00.0%UnchangedHolders
Q3 202452,487$1.26M0.6%–No prior filingHolders