Atlantic Edge Private Wealth Management, LLC
Position in WVVI — Willamette Valley Vineyards Inc
CIK 2011145
JACKSONVILLE, FL
Position in WVVI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$251
-$6 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 6 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $251 across 1 Beverages - Wineries & Distilleries name. WVVI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WVVI |
Willamette Valley Vineyards Inc
This page
|
100 | $251 |
All Filings in WVVI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $257 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $305 | 100 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $357 | 100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $555 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $594 | 100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $335 | 100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $348 | 100 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $393 | 100 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $524 | 100 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $536 | 100 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||