Steward Partners Investment Advisory »

Willamette Valley Vineyards shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Willamette Valley Vineyards

Tip: Access up to 7 years of quarterly data

All positions including Willamette Valley Vineyards held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Willamette Valley Vineyards by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3k 805 5.36
2023-09-30 $6.4k 1.1k 5.84
2023-06-30 $2.9k 500 5.70

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

Top funds holding Willamette Valley Vineyards

Vanguard Group
Next Capital Management
Dimensional Fund Advisors
Creative Planning
Clearview Wealth Advisors
James Investment Research
T. Rowe Price Associates
Us Bancorp
Wells Fargo & Company
Bank of America Corporation
Advisor Group Holdings
National Bank Of Canada /fi/
Steward Partners Investment Advisory
Clarity Asset Management
Parallel Advisors

View all funds holding Willamette Valley Vineyards