Skip to content
Disclosery

Willow Creek Wealth Management Inc.: AVUV position timeline

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

Willow Creek Wealth Management Inc. held 146,054 AVUV 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 146,054 shares
    Change vs previous 13F +1,002 shares

    1.2% of the 13F portfolio, value $14,536,829.

    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 145,052 shares
    Change vs previous 13F +25,566 shares

    1.19% of the 13F portfolio, value $13,214,299.

    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 119,486 shares
    Change vs previous 13F +14,279 shares

    1.01% of the 13F portfolio, value $10,415,623.

    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 105,207 shares
    Change vs previous 13F +1,730 shares

    1.04% of the 13F portfolio, value $10,155,670.

    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 103,477 shares
    Change vs previous 13F +3,644 shares

    1.04% of the 13F portfolio, value $9,928,618.

    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 99,833 shares
    Change vs previous 13F +509 shares

    1.02% of the 13F portfolio, value $8,957,017.

    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 99,324 shares
    Change vs previous 13F +2,352 shares

    1.09% of the 13F portfolio, value $9,307,652.

    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 96,972 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,708,086.

    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).