Skip to content
Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

Follow

COMMON STOCK (common), issuer CIK 838875

37 managers (37 13F filers) reported a position in WVVI shares at 2025-12-31, 611,958 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
37
13F filers
37
New
1
Added
10
Reduced
6
Sold out
5
Shares held by filers
611,958

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$686K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC68,652$209K<0.01%-3,50013F-HRTimeline
Next Capital Management LLC54,800$167K0.05%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC38,001$116K<0.01%+82313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP31,305$95.5K<0.01%-1,13613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,694$63.1K<0.01%new13F-HRTimelineGroup
Teton Advisors, LLC20,500$62.5K0.04%-2,50013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$61K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC15,792$48.2K<0.01%13F-HRTimeline
Clearview Wealth Advisors LLC15,622$47.6K0.03%+9813F-HRTimeline
Creative Planningin group Creative Planning15,600$47.6K<0.01%013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.12,921$39.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$39.4K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,850$34K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,912$33.3K<0.01%+45013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP10,700$32.6K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,700$29.6K<0.01%+2,20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,774$14.6K<0.01%-27513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,100$6.3K<0.01%+1,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,925$5.87K<0.01%-3,95013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,711$5.22K<0.01%+10713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,308$3.99K<0.01%+11713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,190$3.63K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,077$3.29K<0.01%+20013F-HRTimeline
UBS Group AGin group UBS Group AG826$2.52K<0.01%-24013F-HRTimelineGroup
Clarity Asset Management, Inc.700$2.13K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC436$1.33K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$1.22K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC406$1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA401$1K<0.01%+30113F-HRTimelineGroup
Parallel Advisors, LLC300$915<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC144$440<0.01%013F-HRTimeline
SBI Securities Co., Ltd.134$409<0.01%+2113F-HRTimeline
Arax Advisory Partners100$305<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$305<0.01%013F-HRTimeline
Financially Speaking Inc100$305<0.01%013F-HRTimeline
Strive Financial Group ,LLC44$134<0.01%13F-HR/ATimeline

Events

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

    Accepted , ingested