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Willow Creek Wealth Management Inc.: DFUS position timeline

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

Willow Creek Wealth Management Inc. held 819,697 DFUS 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 819,697 shares
    Change vs previous 13F +23,048 shares

    4.89% of the 13F portfolio, value $59,378,918.

    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 796,649 shares
    Change vs previous 13F +52,789 shares

    4.8% of the 13F portfolio, value $53,391,476.

    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 743,860 shares
    Change vs previous 13F +30,362 shares

    4.38% of the 13F portfolio, value $44,988,674.

    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 713,498 shares
    Change vs previous 13F +20,055 shares

    4.64% of the 13F portfolio, value $45,485,516.

    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 693,443 shares
    Change vs previous 13F +27,147 shares

    4.53% of the 13F portfolio, value $43,132,194.

    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 666,296 shares
    Change vs previous 13F +42,431 shares

    4.46% of the 13F portfolio, value $39,211,558.

    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 623,865 shares
    Change vs previous 13F +33,877 shares

    4.16% of the 13F portfolio, value $35,547,880.

    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 589,988 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $30,579,083.

    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).