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Willow Creek Wealth Management Inc.: DFIP position timeline

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

Willow Creek Wealth Management Inc. held 35,724 DFIP 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 35,724 shares
    Change vs previous 13F +445 shares

    0.12% of the 13F portfolio, value $1,508,625.

    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 35,279 shares
    Change vs previous 13F -677 shares

    0.13% of the 13F portfolio, value $1,475,015.

    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 35,956 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $1,514,143.

    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 35,942 shares
    Change vs previous 13F -982 shares

    0.15% of the 13F portfolio, value $1,455,320.

    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 36,924 shares
    Change vs previous 13F +82 shares

    0.16% of the 13F portfolio, value $1,561,147.

    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 36,842 shares
    Change vs previous 13F +272 shares

    0.17% of the 13F portfolio, value $1,504,443.

    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 36,570 shares
    Change vs previous 13F +3,805 shares

    0.18% of the 13F portfolio, value $1,508,513.

    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 32,765 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,352,539.

    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).