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Willow Creek Wealth Management Inc.: DUSB position timeline

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

Willow Creek Wealth Management Inc. held 10,441 DUSB 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 10,441 shares
    Change vs previous 13F +1,088 shares

    0.04% of the 13F portfolio, value $530,194.

    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 9,353 shares
    Change vs previous 13F +3,627 shares

    0.04% of the 13F portfolio, value $474,665.

    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 5,726 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $290,480.

    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).