Position in WVVI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,253
-$1,031 QoQ
Shares Held
877
-18.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Allworth Financial LP holds $264,128 across 5 Beverages - Wineries & Distilleries names. WVVI ranks #4 (0.9% of the industry book) .
All Filings in WVVI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,253 | 877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,284 | 1,077 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,130 | 877 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,867 | 877 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,209 | 877 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,004 | 897 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,033 | 297 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,167 | 297 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,556 | 297 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,591 | 297 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,734 | 297 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,692 | 297 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,796 | 297 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,773 | 297 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,832 | 297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,862 | 297 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,687 | 297 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||