JAMES INVESTMENT RESEARCH, INC.
Position in WVVI — Willamette Valley Vineyards Inc
CIK 810384
ALPHA, OH
Position in WVVI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,431
-$775 QoQ
Shares Held
12,921
0.0% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Mar 2020
26 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $32,431 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
|
12,921 | $32,431 |
All Filings in WVVI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,431 | 12,921 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,206 | 12,921 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $39,409 | 12,921 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $46,127 | 12,921 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $71,711 | 12,921 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $76,750 | 12,921 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,285 | 12,921 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $44,965 | 12,921 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $50,779 | 12,921 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $67,706 | 12,921 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $69,256 | 12,921 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $75,458 | 12,921 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $73,649 | 12,921 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $78,172 | 12,921 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $77,138 | 12,921 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $79,722 | 12,921 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $81,014 | 12,921 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $71,685 | 7,921 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $68,595 | 7,921 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $107,005 | 8,419 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $115,171 | 8,419 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $72,173 | 7,975 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $50,800 | 7,975 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $49,046 | 7,975 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $48,169 | 7,975 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $38,678 | 7,975 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||