Wallace Advisory Group, LLC
- SEC CIK
- 0001932645
- Latest filing
- Aug 3, 2026
GSHD holding history
Goosehead Insurance, Inc. in every 13F filed by Wallace Advisory Group, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −2,051−100.0% | Sold out | Holders |
| Q3 2025 | 2,051 | $216.4K | 0.2% | −686−25.1% | Reduced | Holders |
| Q2 2025 | 2,737 | $323.1K | 0.2% | +40+1.5% | Added | Holders |
| Q1 2025 | 2,697 | $289.2K | 0.2% | −35−1.3% | Reduced | Holders |
| Q4 2024 | 2,732 | $244.0K | 0.2% | +2,732 | New | Holders |