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CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

WVVI holding history

Willamette Valley Vineyards Inc in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WVVI overviewAll 13F holders of WVVIFull Q1 2026 holdings

Shares (Q1 2026)
406
Value
$1.04K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WVVI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026406$1.04K<0.1%00.0%UnchangedHolders
Q4 2025406$1.00K<0.1%00.0%UnchangedHolders
Q3 2025406$1.00K<0.1%00.0%UnchangedHolders
Q2 2025406$2.00K<0.1%00.0%UnchangedHolders
Q1 2025406$2.00K<0.1%+400+6,666.7%AddedHolders
Q4 20246$00.0%00.0%UnchangedHolders
Q3 20246$00.0%00.0%UnchangedHolders
Q2 20246$00.0%00.0%UnchangedHolders
Q1 20246$00.0%00.0%UnchangedHolders
Q4 20236$00.0%00.0%UnchangedHolders
Q3 20236$00.0%00.0%UnchangedHolders
Q2 20236$00.0%00.0%UnchangedHolders
Q1 20236$00.0%00.0%UnchangedHolders
Q4 20226$00.0%+3+100.0%AddedHolders
Q3 20223$00.0%00.0%UnchangedHolders
Q2 20223$00.0%00.0%UnchangedHolders
Q1 20223$00.0%00.0%UnchangedHolders
Q4 20213$00.0%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20213$00.0%00.0%UnchangedHolders
Q1 20213$00.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.