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Willow Creek Wealth Management Inc.: DFAT position timeline

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

Willow Creek Wealth Management Inc. held 2,153,099 DFAT 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 2,153,099 shares
    Change vs previous 13F +53,882 shares

    10.32% of the 13F portfolio, value $125,331,899.

    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 2,099,217 shares
    Change vs previous 13F +69,450 shares

    10.19% of the 13F portfolio, value $113,273,770.

    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 2,029,767 shares
    Change vs previous 13F +76,930 shares

    10.18% of the 13F portfolio, value $104,512,732.

    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 1,952,837 shares
    Change vs previous 13F +126,778 shares

    11.08% of the 13F portfolio, value $108,694,954.

    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 1,826,059 shares
    Change vs previous 13F +18,732 shares

    10.68% of the 13F portfolio, value $101,583,670.

    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 1,807,327 shares
    Change vs previous 13F +32,228 shares

    10.66% of the 13F portfolio, value $93,746,061.

    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 1,775,099 shares
    Change vs previous 13F +28,326 shares

    11.3% of the 13F portfolio, value $96,618,685.

    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 1,746,773 shares
    Change vs previous 13F not available

    11.46% of the 13F portfolio, value $91,408,665.

    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).