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Willow Creek Wealth Management Inc.: SPSB position timeline

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

Willow Creek Wealth Management Inc. held 1,107,756 SPSB 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 1,107,756 shares
    Change vs previous 13F +37,207 shares

    2.76% of the 13F portfolio, value $33,553,953.

    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 1,070,549 shares
    Change vs previous 13F +765 shares

    2.91% of the 13F portfolio, value $32,319,874.

    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 1,069,784 shares
    Change vs previous 13F +36,267 shares

    3.14% of the 13F portfolio, value $32,200,498.

    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 1,033,517 shares
    Change vs previous 13F +20,265 shares

    3.15% of the 13F portfolio, value $30,860,818.

    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 1,013,252 shares
    Change vs previous 13F +46,843 shares

    3.23% of the 13F portfolio, value $30,681,271.

    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 966,409 shares
    Change vs previous 13F +35,125 shares

    3.26% of the 13F portfolio, value $28,702,366.

    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 931,284 shares
    Change vs previous 13F +67,999 shares

    3.24% of the 13F portfolio, value $27,724,328.

    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 863,285 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $25,708,637.

    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).