WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)

CUSIP: 969136100

Q2 2021 13F Holders as of 30 Jun 2021

Holder snapshot 6 signals
Share change
+155,052
SEC-reported price per share
$13.68
Number of holders
27
Value change
+$2,321,559
Number of buys
12
Number of sells
10
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
5,000,000

Security key

969136100

Report period

Q2 2021

Institutions

27

Top holders

10

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
0/15
Latest evidence
31 Mar 2021
13F Highest disclosed value: $1,370,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

RENAISSANCE TECHNOLOGIES LLC has the largest disclosed position value at $1.37M.

0 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.
Disclosed position value Top 5
RENAISSANCE TECHNOLOGIES LLC $1.37M
VANGUARD GROUP INC $672K
Next Capital Management LLC $496K
COLONY GROUP LLC $241K
Teton Advisors, Inc. $208K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

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
13F
—
denominator unverified
$1,370,000
151,403 shares
— 31 Mar 2021
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$672,000
74,255 shares
— 31 Mar 2021
Next Capital Management LLC
13F
Company
13F
—
denominator unverified
$496,000
54,800 shares
— 31 Mar 2021
COLONY GROUP LLC
13F
Company
13F
—
denominator unverified
$241,000
26,600 shares
— 31 Mar 2021
Teton Advisors, Inc.
13F
Company
13F
—
denominator unverified
$208,000
23,000 shares
— 31 Mar 2021
Clearview Wealth Advisors LLC
13F
Company
13F
—
denominator unverified
$196,000
21,674 shares
— 31 Mar 2021
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 Q2 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
27
Shares
593,971
Rows available
27
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 Q2 2021 vs Q2 2026 Across Filers

Q2 2026 holders
35
Q2 2021 holders
27
Holder diff
-8
Investor Q2 2026 Shares Q2 2021 Shares Share Diff Share Chg % Q2 2026 value Q2 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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