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Willow Creek Wealth Management Inc.: SPIB position timeline

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

Willow Creek Wealth Management Inc. held 699,809 SPIB 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 699,809 shares
    Change vs previous 13F +23,595 shares

    1.95% of the 13F portfolio, value $23,716,527.

    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 676,214 shares
    Change vs previous 13F +23,977 shares

    2.04% of the 13F portfolio, value $22,707,266.

    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 652,237 shares
    Change vs previous 13F +20,901 shares

    2.11% of the 13F portfolio, value $21,680,358.

    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 631,336 shares
    Change vs previous 13F +36,633 shares

    2.11% of the 13F portfolio, value $20,682,567.

    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 594,703 shares
    Change vs previous 13F +15,534 shares

    2.11% of the 13F portfolio, value $20,047,438.

    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 579,169 shares
    Change vs previous 13F +27,253 shares

    2.14% of the 13F portfolio, value $18,857,743.

    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 551,916 shares
    Change vs previous 13F +51,314 shares

    2.11% of the 13F portfolio, value $18,042,134.

    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 500,602 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $16,434,764.

    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).