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Willow Creek Wealth Management Inc.: AVLV position timeline

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

Willow Creek Wealth Management Inc. held 444,586 AVLV 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 444,586 shares
    Change vs previous 13F +26,476 shares

    2.65% of the 13F portfolio, value $32,125,795.

    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 418,110 shares
    Change vs previous 13F +36,396 shares

    2.57% of the 13F portfolio, value $28,519,297.

    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 381,714 shares
    Change vs previous 13F +41,450 shares

    2.42% of the 13F portfolio, value $24,891,627.

    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 340,264 shares
    Change vs previous 13F +25,006 shares

    2.32% of the 13F portfolio, value $22,719,433.

    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 315,258 shares
    Change vs previous 13F +16,571 shares

    2.18% of the 13F portfolio, value $20,753,466.

    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 298,687 shares
    Change vs previous 13F +29,580 shares

    2.13% of the 13F portfolio, value $18,769,509.

    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 269,107 shares
    Change vs previous 13F +34,412 shares

    2.02% of the 13F portfolio, value $17,292,829.

    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 234,695 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $13,555,991.

    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).