WILLAMETTE VALLEY VINEYARDS INC — reported holders
4 institutional managers with a reported position
This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.
Aggregates
computed from the rows belowManagers reporting
4
Combined reported value
$48.1K
Top 5 concentration
100.0%
Median position
$9.4K
Largest position
$36.2K
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
4
| Manager | Quarter | Value | Shares | Filed |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 2026Q2 | $36.2K | 14,417 | 2026-09-02 |
| Farther Finance Advisors, LLC | 2026Q2 | $9.4K | 3,760 | 2026-07-17 |
| Allworth Financial LP | 2026Q2 | $2.2K | 877 | 2026-08-11 |
| Atlantic Edge Private Wealth Management, LLC | 2026Q2 | $251 | 100 | 2026-07-23 |