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Disclosery

Well Done, LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Well Done, LLC on BOXX, newest first. How the timeline and the estimate are built.

Well Done, LLC held 141,915 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,915 shares
    Change vs previous 13F +20,395 shares

    2.24% of the 13F portfolio, value $16,616,828.

    13F-HR 0001951757-26-001028 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,520 shares
    Change vs previous 13F +94,071 shares

    2.08% of the 13F portfolio, value $14,131,561.

    13F-HR 0001951757-26-000596 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,449 shares
    Change vs previous 13F +6,278 shares

    0.47% of the 13F portfolio, value $3,159,380.

    13F-HR 0001951757-26-000050 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,171 shares
    Change vs previous 13F +3,763 shares

    0.41% of the 13F portfolio, value $2,410,531.

    13F-HR 0001951757-25-001219 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,408 shares
    Change vs previous 13F -8,687 shares

    0.37% of the 13F portfolio, value $1,961,533.

    13F-HR 0001951757-25-000839 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,095 shares
    Change vs previous 13F +1,883 shares

    0.52% of the 13F portfolio, value $2,877,757.

    13F-HR 0001951757-25-000384 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,212 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,637,413.

    13F-HR 0001951757-25-000059 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,212 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,637,413.

    13F-HR 0001951757-24-001058 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).