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Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

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COMMON STOCK (common), issuer CIK 838875

37 managers (37 13F filers) reported a position in WVVI shares at 2024-12-31, 578,177 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
3
Added
2
Reduced
5
Sold out
4
Shares held by filers
578,177

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+450 P$1.97Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+336 P$1.97Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+214 P$1.969Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+1,000 P$1.895Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+216 P$1.88Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+1,000 P$1.96Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+84 P$1.95Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+60 P$1.95Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+1 P$1.95Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+294 P$1.95Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+345 P$1.95Form 4
Osborn Michael Jordanofficer (Chief Executive Officer)2026-10-07+1,000 P$1.895Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC224,812$753K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC74,352$249K<0.01%-3,30013F-HRTimeline
Next Capital Management LLC54,800$184K0.08%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC34,786$117K<0.01%013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP29,941$100K<0.01%013F-HRTimelineGroup
Teton Advisors, Inc.23,000$77K0.04%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$67K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning15,600$52.3K<0.01%013F-HRTimelineGroup
Clearview Wealth Advisors LLC15,574$52.2K0.04%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,921$43.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$43.3K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,726$39.3K<0.01%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,850$37K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,700$35.8K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,475$25K<0.01%+50013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…5,049$16.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,700$15.7K<0.01%-30013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,637$5.48K<0.01%013F-HRTimelineGroup
Allworth Financial LP897$4.98K<0.01%+60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,388$4.65K<0.01%-32313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,100$3.69K<0.01%013F-HRTimelineGroup
Human Investing LLC800$2.68K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.700$2.35K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP600$2.01K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\400$1.34K<0.01%-2,30013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315$1.05K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC300$1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$670<0.01%-80013F-HR/ATimelineGroup
WOLFF WIESE MAGANA LLC144$483<0.01%013F-HRTimeline
Arax Advisory Partners100$335<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$335<0.01%013F-HRTimeline
Financially Speaking Inc100$335<0.01%13F-HRTimeline
SBI Securities Co., Ltd.74$248<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9$30<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC6$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Osborn Michael Jordan bought 5,000 WVVI shares on 2026-10-07, Form 4 filed 2026-10-08. 0001199835-26-000371

    Accepted , ingested