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Willow Creek Wealth Management Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willow Creek Wealth Management Inc. on AVDV, newest first. How the timeline and the estimate are built.

Willow Creek Wealth Management Inc. held 299,193 AVDV shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 299,193 shares
    Change vs previous 13F +3,958 shares

    2.19% of the 13F portfolio, value $26,637,231.

    13F-HR 0001580642-25-007208 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 295,235 shares
    Change vs previous 13F +13,871 shares

    2.11% of the 13F portfolio, value $23,406,300.

    13F-HR 0001580642-25-004297 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 281,364 shares
    Change vs previous 13F +35,443 shares

    1.91% of the 13F portfolio, value $19,622,367.

    13F-HR 0001580642-25-004296 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 245,921 shares
    Change vs previous 13F +27,217 shares

    1.63% of the 13F portfolio, value $16,004,578.

    13F-HR 0001580642-25-001023 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 218,704 shares
    Change vs previous 13F +14,385 shares

    1.62% of the 13F portfolio, value $15,455,812.

    13F-HR 0001580642-25-004472 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 204,319 shares
    Change vs previous 13F +18,988 shares

    1.51% of the 13F portfolio, value $13,270,528.

    13F-HR 0001580642-25-004470 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 185,331 shares
    Change vs previous 13F +20,616 shares

    1.43% of the 13F portfolio, value $12,205,958.

    13F-HR 0001580642-25-004469 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 164,715 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $10,293,096.

    13F-HR 0001580642-24-001890 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).