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Willow Creek Wealth Management Inc.: SMCI position timeline

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

Willow Creek Wealth Management Inc. held 6,346 SMCI 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 6,346 shares
    Change vs previous 13F -500 shares

    0.03% of the 13F portfolio, value $304,227.

    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 6,846 shares
    Change vs previous 13F -3,500 shares

    0.03% of the 13F portfolio, value $335,522.

    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 10,346 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $354,247.

    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).