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Willow Creek Wealth Management Inc.: DFAX position timeline

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

Willow Creek Wealth Management Inc. held 299,035 DFAX 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 299,035 shares
    Change vs previous 13F +541 shares

    0.77% of the 13F portfolio, value $9,383,718.

    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 298,494 shares
    Change vs previous 13F -4,932 shares

    0.79% of the 13F portfolio, value $8,766,769.

    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 303,426 shares
    Change vs previous 13F +1,757 shares

    0.77% of the 13F portfolio, value $7,949,761.

    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 301,669 shares
    Change vs previous 13F +3,001 shares

    0.76% of the 13F portfolio, value $7,499,491.

    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 298,668 shares
    Change vs previous 13F +2,234 shares

    0.85% of the 13F portfolio, value $8,067,023.

    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 296,434 shares
    Change vs previous 13F -7,653 shares

    0.86% of the 13F portfolio, value $7,535,352.

    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 304,087 shares
    Change vs previous 13F -2,200 shares

    0.9% of the 13F portfolio, value $7,735,973.

    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 306,287 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,479,529.

    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).