Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

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Quarterly 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