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Willow Creek Wealth Management Inc.: DISV position timeline

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

Willow Creek Wealth Management Inc. held 123,895 DISV 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 123,895 shares
    Change vs previous 13F -582 shares

    0.36% of the 13F portfolio, value $4,421,813.

    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 124,477 shares
    Change vs previous 13F -1,934 shares

    0.37% of the 13F portfolio, value $4,096,538.

    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 126,411 shares
    Change vs previous 13F -858 shares

    0.36% of the 13F portfolio, value $3,681,088.

    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 127,269 shares
    Change vs previous 13F +1,278 shares

    0.34% of the 13F portfolio, value $3,381,537.

    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 125,991 shares
    Change vs previous 13F -833 shares

    0.38% of the 13F portfolio, value $3,661,298.

    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 126,824 shares
    Change vs previous 13F -662 shares

    0.39% of the 13F portfolio, value $3,412,200.

    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 127,486 shares
    Change vs previous 13F +870 shares

    0.41% of the 13F portfolio, value $3,466,344.

    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 126,616 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,264,794.

    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).