Skip to content
Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

Follow

COMMON STOCK (common), issuer CIK 838875

38 managers (38 13F filers) reported a position in WVVI shares at 2025-03-31, 635,329 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
4
Added
7
Reduced
5
Sold out
3
Shares held by filers
635,329

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$1.34M<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC73,552$437K<0.01%-80013F-HRTimeline
FreeGulliver LLC64,715$384K0.19%new13F-HRTimeline
Next Capital Management LLC54,800$326K0.16%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC36,910$219K<0.01%+2,12413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP31,443$187K<0.01%+1,50213F-HRTimelineGroup
Teton Advisors, Inc.23,000$137K0.09%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$119K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning15,600$92.7K<0.01%013F-HRTimelineGroup
Clearview Wealth Advisors LLC15,574$92.5K0.07%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,921$76.8K0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$76.8K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,850$65K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,700$63.6K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,375$43.8K<0.01%-10013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,700$39.8K<0.01%+2,00013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,049$30K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,638$9.73K<0.01%+113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,100$6.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP877$5.25K<0.01%-2013F-HRTimeline
Clarity Asset Management, Inc.700$4.16K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP600$3.63K<0.01%013F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…520$3.09K<0.01%-86813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\400$2.38K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400$2.38K<0.01%+20013F-HRTimelineGroup
CWM, LLCin group CWM, LLC406$2K<0.01%+40013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315$1.87K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC301$1.82K<0.01%new13F-HRTimeline
Parallel Advisors, LLC300$1.78K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC300$1.78K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$1K<0.01%013F-HR/ATimelineGroup
WOLFF WIESE MAGANA LLC144$856<0.01%013F-HRTimeline
Arax Advisory Partners100$594<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$594<0.01%013F-HRTimeline
SBI Securities Co., Ltd.88$523<0.01%+1413F-HRTimeline
UBS Group AGin group UBS Group AG10$59<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8$48<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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