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Willow Creek Wealth Management Inc.: DFEM position timeline

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

Willow Creek Wealth Management Inc. held 962,189 DFEM 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 962,189 shares
    Change vs previous 13F +51,134 shares

    2.54% of the 13F portfolio, value $30,857,403.

    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 911,055 shares
    Change vs previous 13F +66,880 shares

    2.43% of the 13F portfolio, value $27,040,117.

    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 844,175 shares
    Change vs previous 13F +30,559 shares

    2.18% of the 13F portfolio, value $22,336,896.

    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 813,616 shares
    Change vs previous 13F +128,292 shares

    2.17% of the 13F portfolio, value $21,308,622.

    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 685,324 shares
    Change vs previous 13F +55,721 shares

    2.03% of the 13F portfolio, value $19,291,871.

    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 629,603 shares
    Change vs previous 13F +63,109 shares

    1.91% of the 13F portfolio, value $16,829,297.

    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 566,494 shares
    Change vs previous 13F +77,330 shares

    1.69% of the 13F portfolio, value $14,439,953.

    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 489,164 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $12,209,549.

    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).