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Well Done, LLC: DFAI position timeline

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

Well Done, LLC held 400,918 DFAI 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 400,918 shares
    Change vs previous 13F +20,513 shares

    2.22% of the 13F portfolio, value $16,537,857.

    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 380,405 shares
    Change vs previous 13F +60,227 shares

    2.18% of the 13F portfolio, value $14,820,560.

    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 320,178 shares
    Change vs previous 13F +174,569 shares

    1.82% of the 13F portfolio, value $12,202,001.

    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 145,609 shares
    Change vs previous 13F +18,937 shares

    0.9% of the 13F portfolio, value $5,292,892.

    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 126,672 shares
    Change vs previous 13F +115,480 shares

    0.82% of the 13F portfolio, value $4,379,035.

    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 11,192 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $326,807.

    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 11,192 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $355,682.

    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 11,192 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $355,682.

    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).