WVVI β€” WILLAMETTE VY VINEYARD INC COM

Ownership history in Clearview Wealth Advisors LLC  Β·  21 quarters on record

AI Ownership Summary

Clearview Wealth Advisors LLC reported WILLAMETTE VY VINEYARD INC COM (WVVI) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.11% in 2023 Q3. The latest visible filing shows WVVI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WVVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearview Wealth Advisors LLC's position in WILLAMETTE VY VINEYARD INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WVVI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WVVI stock page Clearview Wealth Advisors LLC fund profile Clearview Wealth Advisors LLC full holdings
How Clearview Wealth Advisors LLC held WVVI β€” position size vs. price
% of Fund (quarterly)    WVVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 15,622 +98 +0.6% 0.03% $48K 2026-02-14 (Est.) $2.58
2025 Q3 REDUCED 15,524 -50 -0.3% 0.04% $57K 2025-10-24 $3.71
2025 Q2 UNCHANGED 15,574 β€” 0% 0.06% $86K 2025-07-29 $4.86
2025 Q1 UNCHANGED 15,574 β€” 0% 0.07% $93K 2025-04-23 $6.03
2024 Q4 UNCHANGED 15,574 β€” 0% 0.04% $52K 2025-01-24 $5.18
2024 Q3 UNCHANGED 15,574 β€” 0% 0.04% $54K 2024-10-15 $3.58
2024 Q2 UNCHANGED 15,574 β€” 0% 0.05% $61K 2024-08-01 $3.70
2024 Q1 UNCHANGED 15,574 β€” 0% 0.08% $78K 2024-04-10 $4.60
2023 Q4 UNCHANGED 15,574 β€” 0% 0.10% $83K 2024-01-12 $5.36
2023 Q3 UNCHANGED 15,574 β€” 0% 0.11% $91K 2023-10-30 $5.37
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WVVI

As of 2025 Q4 β€” sorted by position size

Next Capital Management LLC 3Y 7Y 0.05% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Clarity Asset Management, Inc. 0.0% GABELLI FUNDS LLC 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% EP Wealth Advisors, LLC 3Y 7Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0%

FAQ About Clearview Wealth Advisors LLC and WVVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearview Wealth Advisors LLC reported owning WVVI?

Clearview Wealth Advisors LLC reported WVVI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WVVI position in Clearview Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for WVVI was 0.11% in 2023 Q3.

What is the latest reported WVVI position on this page?

The most recent filing on this page is 2025 Q4, when Clearview Wealth Advisors LLC reported 15,622 shares, equal to 0.03% of portfolio, with an estimated market value of $48K.

What does the chart on this WVVI ownership page compare?

The chart compares Clearview Wealth Advisors LLC's quarterly WVVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Clearview Wealth Advisors LLC Holdings