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Equibles

Steward Partners Investment Advisory, LLC

Position in WVVI — Willamette Valley Vineyards Inc

CIK 1723397 STAMFORD, CT
Back to WVVI Full portfolio

Position in WVVI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,672
+$468 QoQ
Shares Held
5,049
+6.3% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 35 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $727,477 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #3 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DEO
Diageo PLC
 6,131 $492,809
2 BF-B
Brown Forman Corp
 8,263 $221,976
3 WVVI
Willamette Valley Vineyards Inc
This page 		5,049 $12,672
4 SNDL
SNDL Inc.
 15 $20

All Filings in WVVI

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,672 5,049
2026-03-31 $12,204 4,749
2025-12-31 $14,560 4,774
2025-09-30 $18,024 5,049
2025-06-30 $28,021 5,049
2025-03-31 $29,991 5,049
2024-12-31 $16,914 5,049
2024-09-30 $17,570 5,049
2024-06-30 $14,167 3,605
2024-03-31 $5,790 1,105
2023-12-31 $4,314 805
2023-09-30 $6,453 1,105
2023-06-30 $2,850 500