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Willow Creek Wealth Management Inc.: SUSB position timeline

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

Willow Creek Wealth Management Inc. held 46,328 SUSB 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 46,328 shares
    Change vs previous 13F +1,891 shares

    0.1% of the 13F portfolio, value $1,172,562.

    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 44,437 shares
    Change vs previous 13F -630 shares

    0.1% of the 13F portfolio, value $1,118,479.

    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 45,067 shares
    Change vs previous 13F -524 shares

    0.11% of the 13F portfolio, value $1,126,224.

    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 45,591 shares
    Change vs previous 13F +1,989 shares

    0.11% of the 13F portfolio, value $1,126,098.

    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 43,602 shares
    Change vs previous 13F +733 shares

    0.12% of the 13F portfolio, value $1,097,026.

    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 42,869 shares
    Change vs previous 13F -1,035 shares

    0.12% of the 13F portfolio, value $1,049,862.

    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 43,904 shares
    Change vs previous 13F +1,273 shares

    0.13% of the 13F portfolio, value $1,074,770.

    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 42,631 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,043,607.

    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).