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Willow Creek Wealth Management Inc.: AVSE position timeline

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

Willow Creek Wealth Management Inc. held 137,460 AVSE 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 137,460 shares
    Change vs previous 13F +724 shares

    0.72% of the 13F portfolio, value $8,737,985.

    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 136,736 shares
    Change vs previous 13F +20,240 shares

    0.72% of the 13F portfolio, value $8,016,757.

    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 116,496 shares
    Change vs previous 13F +12,853 shares

    0.58% of the 13F portfolio, value $5,985,570.

    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 103,643 shares
    Change vs previous 13F +2,360 shares

    0.53% of the 13F portfolio, value $5,226,805.

    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 101,283 shares
    Change vs previous 13F +3,853 shares

    0.59% of the 13F portfolio, value $5,603,000.

    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 97,430 shares
    Change vs previous 13F +683 shares

    0.57% of the 13F portfolio, value $5,042,143.

    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 96,747 shares
    Change vs previous 13F +762 shares

    0.55% of the 13F portfolio, value $4,746,443.

    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 95,985 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,603,081.

    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).