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Willow Creek Wealth Management Inc.: DFSU position timeline

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

Willow Creek Wealth Management Inc. held 326,933 DFSU 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 326,933 shares
    Change vs previous 13F +8,152 shares

    1.14% of the 13F portfolio, value $13,885,724.

    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 318,781 shares
    Change vs previous 13F -24,406 shares

    1.13% of the 13F portfolio, value $12,512,181.

    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 343,187 shares
    Change vs previous 13F +88,019 shares

    1.2% of the 13F portfolio, value $12,289,526.

    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 255,168 shares
    Change vs previous 13F +61,657 shares

    0.99% of the 13F portfolio, value $9,670,867.

    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 193,511 shares
    Change vs previous 13F +8,705 shares

    0.76% of the 13F portfolio, value $7,194,739.

    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 184,806 shares
    Change vs previous 13F +55,121 shares

    0.73% of the 13F portfolio, value $6,442,337.

    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 129,685 shares
    Change vs previous 13F +49,791 shares

    0.52% of the 13F portfolio, value $4,462,461.

    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 79,894 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,487,100.

    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).