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Willow Creek Wealth Management Inc.: AVSD position timeline

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

Willow Creek Wealth Management Inc. held 217,469 AVSD 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 217,469 shares
    Change vs previous 13F +981 shares

    1.28% of the 13F portfolio, value $15,559,968.

    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 216,488 shares
    Change vs previous 13F +13,066 shares

    1.32% of the 13F portfolio, value $14,624,472.

    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 203,422 shares
    Change vs previous 13F +2,315 shares

    1.19% of the 13F portfolio, value $12,201,287.

    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 201,107 shares
    Change vs previous 13F +6,212 shares

    1.14% of the 13F portfolio, value $11,197,670.

    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 194,895 shares
    Change vs previous 13F +9,257 shares

    1.24% of the 13F portfolio, value $11,807,067.

    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 185,638 shares
    Change vs previous 13F +272 shares

    1.17% of the 13F portfolio, value $10,309,570.

    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 185,366 shares
    Change vs previous 13F -11,076 shares

    1.23% of the 13F portfolio, value $10,552,488.

    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 196,442 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $10,585,127.

    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).