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Willow Creek Wealth Management Inc.: DFSE position timeline

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

Willow Creek Wealth Management Inc. held 165,745 DFSE 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 165,745 shares
    Change vs previous 13F +2,380 shares

    0.56% of the 13F portfolio, value $6,810,462.

    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 163,365 shares
    Change vs previous 13F -18,995 shares

    0.56% of the 13F portfolio, value $6,217,672.

    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 182,360 shares
    Change vs previous 13F +57,510 shares

    0.6% of the 13F portfolio, value $6,141,885.

    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 124,850 shares
    Change vs previous 13F +27,851 shares

    0.42% of the 13F portfolio, value $4,136,443.

    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 96,999 shares
    Change vs previous 13F +5,385 shares

    0.36% of the 13F portfolio, value $3,435,705.

    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 91,614 shares
    Change vs previous 13F +16,096 shares

    0.35% of the 13F portfolio, value $3,065,404.

    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 75,518 shares
    Change vs previous 13F +19,094 shares

    0.28% of the 13F portfolio, value $2,431,680.

    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 56,424 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,784,409.

    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).