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Disclosery

WVVI WILLAMETTE VALLEY VINEYARDS

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COMMON STOCK (common), issuer CIK 838875

34 managers (35 13F filers) reported a position in WVVI shares at 2026-03-31, 566,639 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
35
New
1
Added
6
Reduced
7
Sold out
3
Shares held by filers
566,639

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INCgroup of 2 filers holding224,812$578KnewTimeline
RENAISSANCE TECHNOLOGIES LLC66,052$170K<0.01%-2,60013F-HRTimeline
Next Capital Management LLC54,800$141K0.04%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC36,709$94.4K<0.01%-1,29213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP28,403$73K<0.01%-2,90213F-HRTimelineGroup
Teton Advisors, LLC20,500$52.7K0.04%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$51.4K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC15,792$40.6K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning15,611$40.1K<0.01%+1113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.12,921$33.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$33.2K<0.01%013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.11,887$30.5K<0.01%+97513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,850$28K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,700$27.5K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,200$18.5K<0.01%-2,50013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…4,749$12.2K<0.01%-2513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,100$5.4K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,925$4.95K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,771$4.55K<0.01%+46313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,520$3.91K<0.01%+69413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,290$3.24K<0.01%+10013F-HRTimelineGroup
Allworth Financial LP877$2.25K<0.01%-20013F-HRTimeline
Clarity Asset Management, Inc.700$1.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC436$1.15K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC406$1.04K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\400$1.03K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301$1K<0.01%-10013F-HRTimelineGroup
Parallel Advisors, LLC300$771<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.162$416<0.01%+2813F-HRTimeline
WOLFF WIESE MAGANA LLC144$371<0.01%013F-HRTimeline
Arax Advisory Partners100$257<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$257<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…100$257<0.01%013F-HRTimeline
Financially Speaking Inc100$257<0.01%013F-HRTimeline

Events

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

    Accepted , ingested