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Willow Creek Wealth Management Inc.: DFIV position timeline

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

Willow Creek Wealth Management Inc. held 732,358 DFIV 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 732,358 shares
    Change vs previous 13F -5,580 shares

    2.78% of the 13F portfolio, value $33,776,352.

    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 737,938 shares
    Change vs previous 13F -6,477 shares

    2.84% of the 13F portfolio, value $31,605,908.

    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 744,415 shares
    Change vs previous 13F -2,115 shares

    2.85% of the 13F portfolio, value $29,300,203.

    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 746,530 shares
    Change vs previous 13F +16,464 shares

    2.7% of the 13F portfolio, value $26,486,889.

    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 730,066 shares
    Change vs previous 13F -16,426 shares

    2.92% of the 13F portfolio, value $27,800,930.

    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 746,492 shares
    Change vs previous 13F -7,689 shares

    3.05% of the 13F portfolio, value $26,828,950.

    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 754,181 shares
    Change vs previous 13F +6,037 shares

    3.24% of the 13F portfolio, value $27,716,186.

    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 748,144 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $25,706,255.

    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).