Farther Finance Advisors, LLC
Position in WVVI — Willamette Valley Vineyards Inc
CIK 1992825
SAN FRANCISCO, CA
Position in WVVI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,437
+$8,317 QoQ
Shares Held
3,760
+762.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 6 holders
Holding Since
Mar 2025
6 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, 2026Farther Finance Advisors, LLC holds $1,368,395 across 5 Beverages - Wineries & Distilleries names. WVVI ranks #2 (0.7% of the industry book) .
All Filings in WVVI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,437 | 3,760 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,120 | 436 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,329 | 436 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,556 | 436 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,419 | 436 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,787 | 301 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||