Skip to content
Disclosery

Creative Planning: KOS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on KOS, newest first. How the timeline and the estimate are built.

Creative Planning held 739,780 KOS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 739,780 shares
    Change vs previous 13F +225,625 shares

    <0.01% of the 13F portfolio, value $1,560,936.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 514,155 shares
    Change vs previous 13F +211,588 shares

    <0.01% of the 13F portfolio, value $1,429,351.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 302,567 shares
    Change vs previous 13F -340,959 shares

    <0.01% of the 13F portfolio, value $274,549.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 643,526 shares
    Change vs previous 13F -213,431 shares

    <0.01% of the 13F portfolio, value $1,068,253.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 856,957 shares
    Change vs previous 13F +507,342 shares

    <0.01% of the 13F portfolio, value $1,473,966.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 349,615 shares
    Change vs previous 13F -33,292 shares

    <0.01% of the 13F portfolio, value $797,122.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 382,907 shares
    Change vs previous 13F +165,351 shares

    <0.01% of the 13F portfolio, value $1,309,541.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 217,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $876,751.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).