WVVI WILLAMETTE VY VINEYARD INC COM

Ownership history in Advisory Services Network, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WILLAMETTE VY VINEYARD INC COM (WVVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 49 0% 0.00% $175 $3.57
2023 Q4 UNCHANGED 49 0% 0.00% $263 $5.36
2023 Q1 UNCHANGED 49 0% 0.00% $296 $6.05
2022 Q4 REDUCED 49 -100 -67.1% 0.00% $292 $5.97
2021 Q2 ADDED 149 +68 +84.0% 0.00% $2K $13.68
2017 Q1 UNCHANGED 81 0% 0.00% $1K $8.00
2016 Q3 UNCHANGED 81 0% 0.00% $1K $8.00
2016 Q2 UNCHANGED 81 0% 0.00% $1K $8.39
2016 Q1 UNCHANGED 81 0% 0.00% $1K $6.92
2015 Q4 UNCHANGED 81 0% 0.00% $1K $7.08
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% of Fund (quarterly)    WVVI price (monthly, adj. close)
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