Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
WVVI holding history
Willamette Valley Vineyards Inc in every 13F filed by Creative Planning, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 17
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −15,611−100.0% | Sold out | Holders |
| Q1 2026 | 15,611 | $40.1K | <0.1% | +11+0.1% | Added | Holders |
| Q4 2025 | 15,600 | $47.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 15,600 | $56.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 15,600 | $86.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 15,600 | $92.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 15,600 | $52.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 15,600 | $54.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,600 | $61.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 15,600 | $78.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 15,600 | $82.7K | <0.1% | −15,500−49.8% | Reduced | Holders |
| Q3 2023 | 31,100 | $182.6K | <0.1% | +15,500+99.4% | Added | Holders |
| Q2 2023 | 15,600 | $90.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 15,600 | $96.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 15,600 | $93.4K | <0.1% | −200−1.3% | Reduced | Holders |
| Q3 2022 | 15,800 | $97.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 15,800 | $99.0K | <0.1% | +300+1.9% | Added | Holders |
| Q1 2022 | 15,500 | $140.0K | <0.1% | +15,500 | New | Holders |