Skip to content
Disclosery

Willow Creek Wealth Management Inc.: BIL position timeline

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

Willow Creek Wealth Management Inc. held 0 BIL shares at 2025-03-31 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -18,108 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 18,108 shares
    Change vs previous 13F -48,755 shares

    0.17% of the 13F portfolio, value $1,655,659.

    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).

  3. period ended2024-09-30
    13F 66,863 shares
    Change vs previous 13F +1,077 shares

    0.65% of the 13F portfolio, value $6,138,706.

    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).

  4. period ended2024-06-30
    13F 65,786 shares
    Change vs previous 13F -7,686 shares

    0.69% of the 13F portfolio, value $6,037,894.

    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).

  5. period ended2024-03-31
    13F 73,472 shares
    Change vs previous 13F +13,335 shares

    0.79% of the 13F portfolio, value $6,744,749.

    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).

  6. period ended2023-12-31
    13F 60,137 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,495,967.

    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).