Goosehead Ins shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Goosehead Ins (GSHD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Goosehead Ins
Tip: Access up to 7 years of quarterly data
All positions including Goosehead Ins held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goosehead Ins by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 143k | 74.42 |
| 2025-06-30 | $14M | 137k | 105.51 |
| 2025-03-31 | $1.2M | 10k | 118.06 |
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