Willamette Valley Vineyards shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Willamette Valley Vineyards
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Quarterly reported holdings in Willamette Valley Vineyards by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4k | 300 | 4.64 |
| 2025-06-30 | $335 | 100 | 3.35 |
| 2025-03-31 | $2.4k | 400 | 5.94 |
| 2024-12-31 | $696 | 200 | 3.48 |
| 2024-09-30 | $3.5k | 1.0k | 3.48 |
| 2024-03-31 | $10k | 2.0k | 5.24 |
| 2023-12-31 | $7.8k | 1.5k | 5.35 |
| 2023-09-30 | $9.5k | 1.6k | 5.83 |
| 2023-06-30 | $9.8k | 1.7k | 5.70 |
| 2023-03-31 | $11k | 1.7k | 6.05 |
| 2022-12-31 | $17k | 1.7k | 10.00 |
| 2022-09-30 | $58k | 5.8k | 10.00 |
| 2022-06-30 | $73k | 12k | 6.36 |
| 2022-03-31 | $99k | 11k | 9.09 |
| 2021-12-31 | $117k | 13k | 9.09 |
| 2021-09-30 | $78k | 7.8k | 10.00 |
| 2021-06-30 | $87k | 8.7k | 10.00 |
| 2021-03-31 | $18k | 1.8k | 10.00 |
| 2020-12-31 | $13k | 2.2k | 6.00 |
| 2020-09-30 | $15k | 2.6k | 6.00 |
| 2020-06-30 | $15k | 2.6k | 6.00 |
| 2020-03-31 | $24k | 4.8k | 5.00 |