Position in BSM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$205,359
-$686,206 QoQ
Shares Held
14,700
-75.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $6,456,161 across 4 Oil & Gas E&P names. BSM ranks #4 (3.2% of the industry book) .
All Filings in BSM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,359 | 14,700 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $891,565 | 58,966 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $783,658 | 58,966 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $774,813 | 58,966 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $771,275 | 58,966 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $900,410 | 58,966 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $860,903 | 58,966 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $890,386 | 58,966 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $923,997 | 58,966 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $942,276 | 58,966 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $941,097 | 58,966 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,015,984 | 58,966 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $940,507 | 58,966 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $925,176 | 58,966 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $994,756 | 58,966 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $922,817 | 58,966 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $807,244 | 58,966 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $793,682 | 58,966 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $609,118 | 58,966 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $710,540 | 58,966 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $633,884 | 58,966 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $550,284 | 63,106 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $421,548 | 63,106 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $387,470 | 63,106 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $410,189 | 63,106 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $295,336 | 63,106 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||