Security key
969136100
WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)
CUSIP: 969136100
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, no par value
- Total 13F shares
- 144
- Total 13F value
- $362
- Share change
- 0
- SEC-reported price per share
- $2.51
- Number of holders
- 1
- Shares outstanding
- 5,000,000
Holder snapshot
3 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
1
Top holders
1
WVVI full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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 Mar 2026
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 CAPITAL MANAGEMENT LLC
4%
RENAISSANCE TECHNOLOGIES LLC
1.3%
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 CAPITAL MANAGEMENT LLC |
13F
Company
|
4%
|
$511,163
198,896 shares
|
— | 31 Mar 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
1.3%
|
$169,754
66,052 shares
|
— | 31 Mar 2026 |
| Next Capital Management LLC |
13F
Company
|
1.1%
|
$140,836
54,800 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
144
Rows available
1
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
35
Q2 2026 holders
1
Holder diff
-34
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend