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Willow Creek Wealth Management Inc.: DFAE position timeline

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

Willow Creek Wealth Management Inc. held 195,526 DFAE 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 195,526 shares
    Change vs previous 13F +5,595 shares

    0.51% of the 13F portfolio, value $6,164,943.

    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 189,931 shares
    Change vs previous 13F +9,240 shares

    0.49% of the 13F portfolio, value $5,498,520.

    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 180,691 shares
    Change vs previous 13F +12,176 shares

    0.46% of the 13F portfolio, value $4,678,091.

    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 168,515 shares
    Change vs previous 13F +3,246 shares

    0.44% of the 13F portfolio, value $4,275,226.

    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 165,269 shares
    Change vs previous 13F -5,646 shares

    0.48% of the 13F portfolio, value $4,530,030.

    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 170,915 shares
    Change vs previous 13F +5,516 shares

    0.5% of the 13F portfolio, value $4,421,578.

    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 165,399 shares
    Change vs previous 13F -15,538 shares

    0.48% of the 13F portfolio, value $4,088,670.

    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 180,937 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,362,397.

    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).