Position in WVVI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,043
-$195 QoQ
Shares Held
406
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $368,028 across 5 Beverages - Wineries & Distilleries names. WVVI ranks #5 (0.3% of the industry book) .
All Filings in WVVI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,043 | 406 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,238 | 406 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,449 | 406 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,253 | 406 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,411 | 406 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20 | 6 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20 | 6 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23 | 6 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $31 | 6 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $32 | 6 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $35 | 6 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $34 | 6 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $36 | 6 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $35 | 6 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18 | 3 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $18 | 3 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $27 | 3 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25 | 3 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $41 | 3 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $27 | 3 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $19 | 3 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $18 | 3 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $18 | 3 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $14 | 3 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||