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Willow Creek Wealth Management Inc. → PRM

Willow Creek Wealth Management Inc. PRM Position History

Perimeter Solutions, Inc. • Manufacturing

Quarters held
3
Latest value
$252K
Q3 2026
Peak value
$341K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$214K
Q2 2026$341K
Q3 2026$252K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$252K9.6K——
Q2 2026$341K9.6K——
Q3 2025$214K9.6K——

Other funds holding PRM

Other Willow Creek Wealth Management Inc. positions

VGES

VANGUARD BD INDEX FDS

$140.3M
VGES

VANGUARD BD INDEX FDS

$137.9M
VGES

VANGUARD BD INDEX FDS

$118.7M
STT-PG

SPDR SERIES TRUST

$115.9M
STT-PG

SPDR SERIES TRUST

$114.4M
STT-PG

SPDR SERIES TRUST

$101.7M
CRDO

DIMENSIONAL ETF TRUST

$59.3M
CRDO

DIMENSIONAL ETF TRUST

$58.4M