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Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

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COMMON STOCK (common), issuer CIK 838875

40 managers (40 13F filers) reported a position in WVVI shares at 2025-06-30, 692,617 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
9
Reduced
2
Sold out
2
Shares held by filers
692,617

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$1.24M<0.01%013F-HRTimelineGroup
FreeGulliver LLC101,969$563K0.26%+37,25413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC72,452$402K<0.01%-1,10013F-HRTimeline
Next Capital Management LLC54,800$302K0.11%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC37,029$204K<0.01%+11913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,441$179K<0.01%+99813F-HRTimelineGroup
Teton Advisors, Inc.23,000$128K0.08%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$111K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning15,600$86.1K<0.01%013F-HRTimelineGroup
Clearview Wealth Advisors LLC15,574$86K0.06%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,921$71.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$71.7K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,850$60K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,700$59.1K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,162$56.4K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,375$40.9K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,362$40.9K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,700$37.2K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,049$28K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,798$9.98K<0.01%+1,78813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,640$9.1K<0.01%+213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,190$6.4K<0.01%+59013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,100$6.05K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP877$4.84K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.700$3.88K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…569$3.16K<0.01%+4913F-HRTimelineGroup
Farther Finance Advisors, LLC436$2.42K<0.01%+13513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$2.22K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC406$2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315$1.75K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$1.67K<0.01%-10013F-HR/ATimelineGroup
Parallel Advisors, LLC300$1.66K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…225$1.24K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$1K<0.01%013F-HR/ATimelineGroup
WOLFF WIESE MAGANA LLC144$795<0.01%013F-HRTimeline
SBI Securities Co., Ltd.100$555<0.01%+1213F-HRTimeline
Arax Advisory Partners100$552<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$552<0.01%013F-HRTimeline
Financially Speaking Inc100$552<0.01%new13F-HRTimeline
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