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
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Quarterly reported holdings in Willamette Valley Vineyards by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 5.0k | 3.57 |
| 2025-06-30 | $28k | 5.0k | 5.55 |
| 2025-03-31 | $30k | 5.0k | 5.94 |
| 2024-12-31 | $17k | 5.0k | 3.35 |
| 2024-09-30 | $18k | 5.0k | 3.48 |
| 2024-06-30 | $14k | 3.6k | 3.93 |
| 2024-03-31 | $5.8k | 1.1k | 5.24 |
| 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
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