Willamette Valley Vineyards shares owned by Creative Planning
Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Willamette Valley Vineyards
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Quarterly reported holdings in Willamette Valley Vineyards by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 16k | 3.64 |
| 2025-06-30 | $86k | 16k | 5.52 |
| 2025-03-31 | $93k | 16k | 5.94 |
| 2024-12-31 | $52k | 16k | 3.35 |
| 2024-09-30 | $54k | 16k | 3.48 |
| 2024-06-30 | $61k | 16k | 3.93 |
| 2024-03-31 | $78k | 16k | 5.01 |
| 2023-12-31 | $83k | 16k | 5.30 |
| 2023-09-30 | $183k | 31k | 5.87 |
| 2023-06-30 | $90k | 16k | 5.77 |
| 2023-03-31 | $96k | 16k | 6.16 |
| 2022-12-31 | $93k | 16k | 5.99 |
| 2022-09-30 | $97k | 16k | 6.14 |
| 2022-06-30 | $99k | 16k | 6.27 |
| 2022-03-31 | $140k | 16k | 9.03 |
| 2017-06-30 | $1.0k | 100 | 10.00 |
| 2017-03-31 | $5.0k | 600 | 8.33 |
| 2016-12-31 | $1.0k | 100 | 10.00 |
| 2016-09-30 | $1.0k | 100 | 10.00 |
| 2016-06-30 | $1.0k | 100 | 10.00 |
| 2016-03-31 | $1.0k | 100 | 10.00 |
| 2015-12-31 | $1.0k | 100 | 10.00 |
| 2015-09-30 | $1.0k | 100 | 10.00 |