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Willow Creek Wealth Management Inc.: BIV position timeline

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

Willow Creek Wealth Management Inc. held 489,501 BIV 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 489,501 shares
    Change vs previous 13F +10,347 shares

    3.15% of the 13F portfolio, value $38,225,143.

    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 479,154 shares
    Change vs previous 13F +984 shares

    3.33% of the 13F portfolio, value $37,057,777.

    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 478,170 shares
    Change vs previous 13F +5,622 shares

    3.57% of the 13F portfolio, value $36,613,493.

    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 472,548 shares
    Change vs previous 13F +32,374 shares

    3.6% of the 13F portfolio, value $35,313,573.

    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 440,174 shares
    Change vs previous 13F +8,284 shares

    3.63% of the 13F portfolio, value $34,496,436.

    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 431,890 shares
    Change vs previous 13F +34,570 shares

    3.68% of the 13F portfolio, value $32,344,242.

    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 397,320 shares
    Change vs previous 13F +40,830 shares

    3.5% of the 13F portfolio, value $29,957,928.

    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 356,490 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $27,228,768.

    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).