Steward Partners Investment Advisory, LLC
Position in WVVI — Willamette Valley Vineyards Inc
CIK 1723397
STAMFORD, CT
Position in WVVI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,204
-$2,356 QoQ
Shares Held
4,749
-0.5% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Steward Partners Investment Advisory, LLC holds $461,595 across 3 Beverages - Wineries & Distilleries names. WVVI ranks #2 (2.6% of the industry book) .
All Filings in WVVI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,204 | 4,749 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,560 | 4,774 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,024 | 5,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,021 | 5,049 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,991 | 5,049 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,914 | 5,049 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,570 | 5,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,167 | 3,605 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,790 | 1,105 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,314 | 805 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,453 | 1,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,850 | 500 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||