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Willow Creek Wealth Management Inc.: VNQ position timeline

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

Willow Creek Wealth Management Inc. held 74,034 VNQ 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 74,034 shares
    Change vs previous 13F +2,240 shares

    0.56% of the 13F portfolio, value $6,768,206.

    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 71,794 shares
    Change vs previous 13F +2,550 shares

    0.58% of the 13F portfolio, value $6,394,017.

    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 69,244 shares
    Change vs previous 13F -2,223 shares

    0.61% of the 13F portfolio, value $6,269,365.

    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 71,467 shares
    Change vs previous 13F -311 shares

    0.65% of the 13F portfolio, value $6,366,280.

    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 71,778 shares
    Change vs previous 13F -36 shares

    0.74% of the 13F portfolio, value $6,992,613.

    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 71,814 shares
    Change vs previous 13F -412 shares

    0.68% of the 13F portfolio, value $6,015,141.

    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 72,226 shares
    Change vs previous 13F +3,472 shares

    0.73% of the 13F portfolio, value $6,246,104.

    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 68,754 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,075,103.

    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).