JONES FINANCIAL COMPANIES LLLP
Position in WVVI — Willamette Valley Vineyards Inc
CIK 815917
DES PERES, MO
Position in WVVI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,986
-$329 QoQ
Shares Held
1,190
-7.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 35 holders
Holding Since
Dec 2024
7 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, 2026JONES FINANCIAL COMPANIES LLLP holds $7,741,644 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #3 (0.0% of the industry book) .
All Filings in WVVI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,986 | 1,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,315 | 1,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,629 | 1,190 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,248 | 1,190 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,604 | 1,190 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,564 | 600 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,010 | 600 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||