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WVVIWVVI
13 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WILLAMETTE VALLEY VINEYARDS

Steward Partners Investment Advisory, LLC holds 5,049 shares of WVVI (WILLAMETTE VALLEY VINEYARDS), worth $12,673 as of 2026-Q2. The position was increased (+6.3% shares). WVVI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$12,673

Current Shares

5,049

Total Value Change

+$9,823

Total Shares Change

+4,549

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,049
+6.3%
$12,6730.0%$2.51
19
2026-Q1
Decreased
4,749
-0.5%
$12,2050.0%$2.62
0
2025-Q4
Decreased
4,774
-5.5%
$14,5610.0%$3.04
0
2025-Q3
Unchanged
5,049
0.0%
$18,0250.0%$3.66
0
2025-Q2
Unchanged
5,049
0.0%
$28,0220.0%$5.38
0
2025-Q1
Unchanged
5,049
0.0%
$29,9910.0%$6.05
0
2024-Q4
Unchanged
5,049
0.0%
$16,9140.0%$3.40
0
2024-Q3
Increased
5,049
+40.1%
$17,5710.0%$3.48
24
2024-Q2
Increased
3,605
+226.2%
$14,1680.0%$3.93
29
2024-Q1
Increased
1,105
+37.3%
$5,7900.0%$5.24
20
2023-Q4
Decreased
805
-27.1%
$4,3130.0%$5.36
0
2023-Q3
Increased
1,105
+121.0%
$6,4480.0%$5.84
26
2023-Q2
New
500
-
$2,8500.0%$5.75
20

Other major holders of WVVI: RENAISSANCE TECHNOLOGIES LLC, VANGUARD GROUP INC

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