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Willow Creek Wealth Management Inc.: BSV position timeline

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

Willow Creek Wealth Management Inc. held 1,503,962 BSV 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 1,503,962 shares
    Change vs previous 13F +89,801 shares

    9.77% of the 13F portfolio, value $118,677,715.

    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 1,414,161 shares
    Change vs previous 13F +51,835 shares

    10.01% of the 13F portfolio, value $111,294,516.

    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 1,362,326 shares
    Change vs previous 13F +42,250 shares

    10.38% of the 13F portfolio, value $106,642,892.

    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 1,320,076 shares
    Change vs previous 13F +109,651 shares

    10.4% of the 13F portfolio, value $102,002,349.

    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 1,210,425 shares
    Change vs previous 13F +66,777 shares

    10.01% of the 13F portfolio, value $95,248,391.

    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 1,143,648 shares
    Change vs previous 13F +63,246 shares

    9.98% of the 13F portfolio, value $87,717,804.

    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 1,080,402 shares
    Change vs previous 13F +51,951 shares

    9.69% of the 13F portfolio, value $82,834,425.

    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 1,028,451 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $79,211,298.

    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).