Skip to main content

Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

CTRA holding history

Coterra Energy Inc. in every 13F filed by Summit Wealth Group 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of CTRA by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−169,710−100.0%Sold outHolders
Q3 2025169,710$11.0M1.5%+169,710NewHolders