Security key
969136100
WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)
CUSIP: 969136100
Q1 2020 13F Holders as of 31 Mar 2020
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 359,056
- Total 13F value
- $1,738,000
- Share change
- +8,266
- SEC-reported price per share
- $4.85
- Number of holders
- 21
- Value change
- +$33,712
- Number of buys
- 6
- Number of sells
- 10
- Shares outstanding
- 5,000,000
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2020
Institutions
21
Top holders
10
WVVI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2020
Previous quarter: Q4 2019
WILLAMETTE VALLEY VINEYARDS INC SEC filings
WILLAMETTE VALLEY VINEYARDS INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 969136100
Recent filing periods:
Ownership snapshot
Top reported holders of WVVI - WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
RENAISSANCE TECHNOLOGIES LLC
Disclosed value leader
RENAISSANCE TECHNOLOGIES LLC
Comparable rows
15/15
Latest evidence
31 Dec 2019
13F
Lead comparable stake: 2.1%
Showing 1-6 of 15 holder rows.
Quick read
RENAISSANCE TECHNOLOGIES LLC leads the comparable SEC ownership view at 2.1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens RENAISSANCE TECHNOLOGIES LLC's linked filing trail.
Comparable ownership
Top 5
RENAISSANCE TECHNOLOGIES LLC
2.1%
VANGUARD GROUP INC
1.4%
Next Capital Management LLC
1.1%
COLONY GROUP LLC
0.51%
Teton Advisors, Inc.
0.46%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
2.1%
|
$717,000
103,502 shares
|
— | 31 Dec 2019 |
| VANGUARD GROUP INC |
13F
Company
|
1.4%
|
$487,000
70,236 shares
|
— | 31 Dec 2019 |
| Next Capital Management LLC |
13F
Company
|
1.1%
|
$389,000
56,156 shares
|
— | 31 Dec 2019 |
| COLONY GROUP LLC |
13F
Company
|
0.51%
|
$177,000
25,600 shares
|
— | 31 Dec 2019 |
| Teton Advisors, Inc. |
13F
Company
|
0.46%
|
$159,000
23,000 shares
|
— | 31 Dec 2019 |
| GABELLI FUNDS LLC |
13F
Company
|
0.4%
|
$139,000
20,000 shares
|
— | 31 Dec 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
21
Shares
359,056
Rows available
21
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
22
Q1 2020 holders
21
Holder diff
-1
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend