NewEdge Advisors, LLC
Position in WVVI — Willamette Valley Vineyards Inc
CIK 1633516
NEW ORLEANS, LA
Position in WVVI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$33,206
-$6,203 QoQ
Shares Held
12,921
0.0% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,838,119 across 3 Beverages - Wineries & Distilleries names. WVVI ranks #2 (1.8% of the industry book) .
All Filings in WVVI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,206 | 12,921 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $39,409 | 12,921 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $46,127 | 12,921 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $71,711 | 12,921 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $76,750 | 12,921 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,285 | 12,921 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $44,965 | 12,921 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,779 | 12,921 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $67,706 | 12,921 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69,256 | 12,921 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,458 | 12,921 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,649 | 12,921 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,172 | 12,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,138 | 12,921 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,722 | 12,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,014 | 12,921 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||