Position in KOS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$383,251
+$354,224 QoQ
Shares Held
181,636
+469.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#107
of 265 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KOS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026BWM Planning, LLC holds $2,361,867 across 3 Oil & Gas E&P names. KOS ranks #3 (16.2% of the industry book) .
All Filings in KOS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,251 | 181,636 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $29,027 | 31,898 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $52,950 | 31,898 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $54,864 | 31,898 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,727 | 31,898 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $109,091 | 31,898 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $128,548 | 31,898 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||