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Willow Creek Wealth Management Inc.: DFIC position timeline

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

Willow Creek Wealth Management Inc. held 87,194 DFIC 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 87,194 shares
    Change vs previous 13F +699 shares

    0.24% of the 13F portfolio, value $2,859,106.

    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 86,495 shares
    Change vs previous 13F +5,739 shares

    0.24% of the 13F portfolio, value $2,689,140.

    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 80,756 shares
    Change vs previous 13F +7,574 shares

    0.22% of the 13F portfolio, value $2,242,609.

    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 73,182 shares
    Change vs previous 13F +7,489 shares

    0.19% of the 13F portfolio, value $1,891,392.

    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 65,693 shares
    Change vs previous 13F -1,928 shares

    0.19% of the 13F portfolio, value $1,848,601.

    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 67,621 shares
    Change vs previous 13F +573 shares

    0.2% of the 13F portfolio, value $1,777,756.

    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 67,048 shares
    Change vs previous 13F +4,059 shares

    0.21% of the 13F portfolio, value $1,793,534.

    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 62,989 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,608,109.

    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).