Financially Speaking Inc
Position in WVVI — Willamette Valley Vineyards Inc
CIK 2040901
GREENWOOD VILLAGE, CO
Position in WVVI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$251
-$6 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Dec 2024
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, 2026Financially Speaking Inc 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $257 | 100 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $305 | 100 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $357 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $555 | 100 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $335 | 100 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||