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Willow Creek Wealth Management Inc.: DFSI position timeline

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

Willow Creek Wealth Management Inc. held 257,374 DFSI 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 257,374 shares
    Change vs previous 13F +3,230 shares

    0.87% of the 13F portfolio, value $10,539,491.

    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 254,144 shares
    Change vs previous 13F +13,989 shares

    0.9% of the 13F portfolio, value $10,015,815.

    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 240,155 shares
    Change vs previous 13F +43,809 shares

    0.82% of the 13F portfolio, value $8,379,008.

    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 196,346 shares
    Change vs previous 13F +51,766 shares

    0.66% of the 13F portfolio, value $6,449,966.

    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 144,580 shares
    Change vs previous 13F +4,594 shares

    0.54% of the 13F portfolio, value $5,166,595.

    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 139,986 shares
    Change vs previous 13F +37,784 shares

    0.52% of the 13F portfolio, value $4,611,139.

    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 102,202 shares
    Change vs previous 13F +32,971 shares

    0.4% of the 13F portfolio, value $3,441,141.

    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 69,231 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,217,614.

    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).