JONES FINANCIAL COMPANIES LLLP
Position in WVVI — Willamette Valley Vineyards Inc
CIK 815917
DES PERES, MO
Position in WVVI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,315
-$314 QoQ
Shares Held
1,290
+8.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 35 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $6,222,040 across 4 Beverages - Wineries & Distilleries names. WVVI ranks #4 (0.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $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. | ||||||