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Willow Creek Wealth Management Inc.: SUSC position timeline

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

Willow Creek Wealth Management Inc. held 34,237 SUSC 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 34,237 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $806,624.

    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 34,237 shares
    Change vs previous 13F -626 shares

    0.07% of the 13F portfolio, value $795,326.

    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 34,863 shares
    Change vs previous 13F +879 shares

    0.08% of the 13F portfolio, value $803,941.

    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 33,984 shares
    Change vs previous 13F +1,966 shares

    0.08% of the 13F portfolio, value $772,116.

    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 32,018 shares
    Change vs previous 13F +46 shares

    0.08% of the 13F portfolio, value $761,708.

    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 31,972 shares
    Change vs previous 13F +1,233 shares

    0.08% of the 13F portfolio, value $726,404.

    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 30,739 shares
    Change vs previous 13F +1,305 shares

    0.08% of the 13F portfolio, value $706,690.

    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 29,434 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $684,929.

    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).