Willow Creek Wealth Management Inc.: A position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willow Creek Wealth Management Inc. on A, newest first. How the timeline and the estimate are built.
Willow Creek Wealth Management Inc. held 0 A shares at 2025-03-31 per its 13F-HR filed 2025-07-17.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,620 shares
13F-HR 0001580642-25-004296 filed by Willow Creek Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,620 sharesChange vs previous 13F -1 shares
0.02% of the 13F portfolio, value $217,631.
13F-HR 0001580642-25-001023 filed by Willow Creek Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,621 sharesChange vs previous 13F +1,621 shares
0.03% of the 13F portfolio, value $240,686.
13F-HR 0001580642-25-004472 filed by Willow Creek Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -1,413 shares
13F-HR 0001580642-25-004470 filed by Willow Creek Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 1,413 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $205,606.
13F-HR 0001580642-25-004469 filed by Willow Creek Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).