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Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

WVVI holding history

Willamette Valley Vineyards Inc in every 13F filed by UBS Group AG, 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)
1,869
Value
$4.69K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WVVI by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,869$4.69K<0.1%+349+23.0%AddedHolders
Q1 20261,520$3.91K<0.1%+694+84.0%AddedHolders
Q4 2025826$2.52K<0.1%−240−22.5%ReducedHolders
Q3 20251,066$3.81K<0.1%−732−40.7%ReducedHolders
Q2 20251,798$9.98K<0.1%+1,788+17,880.0%AddedHolders
Q1 202510$59<0.1%+10NewHolders
Q4 20240$00.0%−28−100.0%Sold outHolders
Q3 202428$97<0.1%−1,617−98.3%ReducedHolders
Q2 20241,645$6.46K<0.1%+1,213+280.8%AddedHolders
Q1 2024432$2.26K<0.1%+432NewHolders
Q3 20230$00.0%−36−100.0%Sold outHolders
Q2 202336$205<0.1%−421−92.1%ReducedHolders
Q1 2023457$2.77K<0.1%−3,662−88.9%ReducedHolders
Q4 20224,119$24.6K<0.1%−1,021−19.9%ReducedHolders
Q3 20225,140$32.0K<0.1%+2,605+102.8%AddedHolders
Q2 20222,535$16.0K<0.1%−3,128−55.2%ReducedHolders
Q1 20225,663$51.0K<0.1%+1,700+42.9%AddedHolders
Q4 20213,963$35.0K<0.1%+3,123+371.8%AddedHolders
Q3 2021840$10.0K<0.1%−405−32.5%ReducedHolders
Q2 20211,245$17.0K<0.1%−2,168−63.5%ReducedHolders
Q1 20213,413$31.0K<0.1%––Holders

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