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Equibles

Arax Advisory Partners

Position in WVVI — Willamette Valley Vineyards Inc

CIK 1586767 DENVER, CO
Back to WVVI Full portfolio

Position in WVVI

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$257
-$48 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026

Arax Advisory Partners holds $172,280 across 5 Beverages - Wineries & Distilleries names. WVVI ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DEO
Diageo PLC
 2,220 $165,279
2 BF-A
Brown Forman Corp
 188 $5,036
3 MGPI
Mgp Ingredients Inc
 87 $1,599
4 WVVI
Willamette Valley Vineyards Inc
This page 		100 $257
5 SNDL
SNDL Inc.
 83 $109

All Filings in WVVI

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $257 100
2025-12-31 $305 100
2025-09-30 $357 100
2025-06-30 $555 100
2025-03-31 $594 100
2024-12-31 $335 100
2024-09-30 $348 100
2024-06-30 $393 100
2024-03-31 $524 100
2023-12-31 $536 100
2023-09-30 $584 100
2023-06-30 $570 100
2023-03-31 $605 100
2022-12-31 $597 100
2022-09-30 $617 100
2022-06-30 $1,254 200
2022-03-31 $905 100
2021-12-31 $866 100
2021-09-30 $1,271 100
2021-06-30 $1,368 100
2020-12-31 $637 100
2020-09-30 $615 100
2020-06-30 $604 100

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