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Disclosery

Willow Creek Wealth Management Inc.: SUB position timeline

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

Willow Creek Wealth Management Inc. held 421,947 SUB 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 421,947 shares
    Change vs previous 13F +40,670 shares

    3.71% of the 13F portfolio, value $45,055,524.

    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 381,277 shares
    Change vs previous 13F +18,550 shares

    3.65% of the 13F portfolio, value $40,545,020.

    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 362,727 shares
    Change vs previous 13F +8,378 shares

    3.73% of the 13F portfolio, value $38,303,971.

    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 354,349 shares
    Change vs previous 13F +16,064 shares

    3.81% of the 13F portfolio, value $37,376,733.

    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 338,285 shares
    Change vs previous 13F +7,354 shares

    3.78% of the 13F portfolio, value $35,922,484.

    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 330,931 shares
    Change vs previous 13F -4,857 shares

    3.94% of the 13F portfolio, value $34,598,836.

    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 335,788 shares
    Change vs previous 13F +24,538 shares

    4.11% of the 13F portfolio, value $35,167,077.

    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 311,250 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $32,815,088.

    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).