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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

GSHD holding history

Goosehead Insurance, Inc. in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GSHD overviewAll 13F holders of GSHDFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of GSHD by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3−100.0%Sold outHolders
Q1 20263$128<0.1%−6−66.7%ReducedHolders
Q4 20259$663<0.1%+3+50.0%AddedHolders
Q3 20256$447<0.1%−5−45.5%ReducedHolders
Q2 202511$1.16K<0.1%+1+10.0%AddedHolders
Q1 202510$1.18K<0.1%00.0%UnchangedHolders
Q4 202410$1.07K<0.1%00.0%UnchangedHolders
Q3 202410$893<0.1%−2−16.7%ReducedHolders
Q2 202412$690<0.1%+6+100.0%AddedHolders
Q1 20246$400<0.1%00.0%UnchangedHolders
Q4 20236$455<0.1%−1−14.3%ReducedHolders
Q3 20237$522<0.1%+2+40.0%AddedHolders
Q2 20235$315<0.1%+1+25.0%AddedHolders
Q1 20234$209<0.1%−1−20.0%ReducedHolders
Q4 20225$172<0.1%+5NewHolders
Q2 20220$00.0%−1−100.0%Sold outHolders
Q1 20221$00.0%00.0%UnchangedHolders
Q4 20211$00.0%+1NewHolders