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Pinnacle Wealth Planning Services, Inc. → GSHD

Pinnacle Wealth Planning Services, Inc. GSHD Position History

Goosehead Insurance, Inc. • Insurance

Quarters held
4
Latest value
$55K
Q3 2026
Peak value
$55K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$29K
Q1 2026$25K
Q2 2026$45K
Q3 2026$55K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$55K1.2K——
Q2 2026$45K920——
Q1 2026$25K578——
Q4 2025$29K393——

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Pinnacle Wealth Planning Services, Inc. GSHD Holdings: 13F Position History | Track13F