Skip to content
Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

Follow

COMMON STOCK (common), issuer CIK 838875

39 managers (39 13F filers) reported a position in WVVI shares at 2025-09-30, 695,692 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
39
13F filers
39
New
2
Added
6
Reduced
5
Sold out
2
Shares held by filers
695,692

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$818K<0.01%013F-HRTimelineGroup
FreeGulliver LLC102,573$373K0.17%+60413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC72,152$258K<0.01%-30013F-HRTimeline
Next Capital Management LLC54,800$199K0.07%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC37,178$135K<0.01%+14913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP32,441$118K<0.01%013F-HRTimelineGroup
Teton Advisors, LLC23,000$82.1K0.05%13F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$71.4K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning15,600$56.8K<0.01%013F-HRTimelineGroup
Clearview Wealth Advisors LLC15,524$56.5K0.04%-5013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,921$46.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$46.1K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,850$40K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,743$39.1K<0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP10,700$38.9K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,462$37.3K<0.01%+30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,500$26.8K<0.01%+80013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,875$21K<0.01%-1,50013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…5,049$18K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,604$5.73K<0.01%-3613F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,191$4.25K<0.01%+62213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,190$4.12K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,066$3.81K<0.01%-73213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,100$3.79K<0.01%013F-HRTimelineGroup
Allworth Financial LP877$3.19K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.700$2.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC436$1.55K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$1.43K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$1.39K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…315$1.12K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC300$1.08K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC406$1K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC144$525<0.01%013F-HRTimeline
SBI Securities Co., Ltd.113$403<0.01%+1313F-HRTimeline
Arax Advisory Partners100$364<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$364<0.01%013F-HRTimeline
Financially Speaking Inc100$364<0.01%013F-HRTimeline
Advisory Services Network, LLC49$175<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$00%013F-HRTimelineGroupValue 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