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Willow Creek Wealth Management Inc.: SPTI position timeline

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

Willow Creek Wealth Management Inc. held 593,737 SPTI 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 593,737 shares
    Change vs previous 13F +16,264 shares

    1.41% of the 13F portfolio, value $17,158,999.

    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 577,473 shares
    Change vs previous 13F +48,577 shares

    1.49% of the 13F portfolio, value $16,613,898.

    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 528,896 shares
    Change vs previous 13F +27,161 shares

    1.47% of the 13F portfolio, value $15,115,848.

    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 501,735 shares
    Change vs previous 13F +44,104 shares

    1.43% of the 13F portfolio, value $13,988,372.

    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 457,631 shares
    Change vs previous 13F +2,506 shares

    1.4% of the 13F portfolio, value $13,298,757.

    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 455,125 shares
    Change vs previous 13F -28,688 shares

    1.45% of the 13F portfolio, value $12,752,603.

    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 483,813 shares
    Change vs previous 13F +51,441 shares

    1.59% of the 13F portfolio, value $13,633,850.

    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 432,372 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $12,348,544.

    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).