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Willow Creek Wealth Management Inc.: SGOV position timeline

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

Willow Creek Wealth Management Inc. held 15,860 SGOV 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 15,860 shares
    Change vs previous 13F -2,789 shares

    0.13% of the 13F portfolio, value $1,597,152.

    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 18,649 shares
    Change vs previous 13F -6,276 shares

    0.17% of the 13F portfolio, value $1,877,848.

    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 24,925 shares
    Change vs previous 13F +54 shares

    0.24% of the 13F portfolio, value $2,509,295.

    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 24,871 shares
    Change vs previous 13F -40,258 shares

    0.25% of the 13F portfolio, value $2,495,144.

    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 65,129 shares
    Change vs previous 13F +6,087 shares

    0.69% of the 13F portfolio, value $6,559,796.

    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 59,042 shares
    Change vs previous 13F -7,639 shares

    0.68% of the 13F portfolio, value $5,946,199.

    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 66,681 shares
    Change vs previous 13F +14,682 shares

    0.79% of the 13F portfolio, value $6,715,466.

    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 51,999 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,214,008.

    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).