Ownership history in Compound Planning, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in GOOSEHEAD INS INC (GSHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,068 | -755 | -19.7% | 0.01% | $228K | $74.42 |
| 2025 Q2 | REDUCED | 3,823 | -149 | -3.8% | 0.02% | $403K | $105.51 |
| 2025 Q1 | ADDED | 3,972 | +510 | +14.7% | 0.02% | $469K | $118.06 |
| 2024 Q4 | ADDED | 3,462 | +385 | +12.5% | 0.02% | $371K | $101.48 |
As of 2025 Q4 — sorted by position size