Security key
969136100
WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)
CUSIP: 969136100
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 566,639
- Total 13F value
- $1,456,586
- Share change
- -29,697
- SEC-reported price per share
- $2.57
- Number of holders
- 35
- Value change
- -$87,179
- Number of buys
- 7
- 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 2026
Institutions
35
Top holders
10
WVVI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
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
Carl D. Thoma
Disclosed value leader
James W. Bernau
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G
3/4/5
13F
Lead comparable stake: 1%
13D/G row: Carl D. Thoma
Showing 1-6 of 15 holder rows.
Quick read
Carl D. Thoma leads the comparable SEC ownership view at 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 Carl D. Thoma's linked filing trail.
Comparable ownership
Top 5
Carl D. Thoma
1%
James W. Bernau
7.5%
Michael Jordan Osborn
0.4%
VANGUARD GROUP INC
4.5%
RENAISSANCE TECHNOLOGIES LLC
1.4%
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 |
|---|---|---|---|---|---|
| Carl D. Thoma |
13D/G
|
1%
|
$265,500
50,000 shares
|
$0 | 30 Jun 2025 |
| James W. Bernau |
3/4/5
President, Director
|
7.5%
|
$951,232
374,501 shares
|
+$10,672 | 21 Nov 2025 |
| Michael Jordan Osborn |
3/4/5
CEO
|
0.4%
|
$61,000
20,000 shares
|
+$17,350 | 10 Dec 2025 |
| VANGUARD GROUP INC |
13F
Company
|
4.5%
|
$685,677
224,812 shares
|
— | 31 Dec 2025 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
1.4%
|
$209,389
68,652 shares
|
— | 31 Dec 2025 |
| Next Capital Management LLC |
13F
Company
|
1.1%
|
$167,140
54,800 shares
|
— | 31 Dec 2025 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
35
Shares
566,639
Rows available
35
| 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 2026 vs Q4 2025 Across Filers
Q4 2025 holders
37
Q1 2026 holders
35
Holder diff
-2
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend