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Willow Creek Wealth Management Inc.: SPTS position timeline

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

Willow Creek Wealth Management Inc. held 745,398 SPTS 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 745,398 shares
    Change vs previous 13F +19,547 shares

    1.8% of the 13F portfolio, value $21,855,082.

    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 725,851 shares
    Change vs previous 13F +27,261 shares

    1.91% of the 13F portfolio, value $21,260,176.

    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 698,590 shares
    Change vs previous 13F +14,816 shares

    1.99% of the 13F portfolio, value $20,426,772.

    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 683,774 shares
    Change vs previous 13F +42,610 shares

    2.02% of the 13F portfolio, value $19,836,284.

    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 641,164 shares
    Change vs previous 13F +8,520 shares

    1.98% of the 13F portfolio, value $18,856,633.

    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 632,644 shares
    Change vs previous 13F -15,869 shares

    2.08% of the 13F portfolio, value $18,264,432.

    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 648,513 shares
    Change vs previous 13F +25,201 shares

    2.19% of the 13F portfolio, value $18,755,003.

    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 623,312 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $18,107,221.

    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).