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Well Done, LLC: ESGV position timeline

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

Well Done, LLC held 32,251 ESGV 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 32,251 shares
    Change vs previous 13F +2 shares

    0.57% of the 13F portfolio, value $4,264,873.

    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 32,249 shares
    Change vs previous 13F -69 shares

    0.53% of the 13F portfolio, value $3,620,596.

    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 32,318 shares
    Change vs previous 13F -1,035 shares

    0.58% of the 13F portfolio, value $3,909,186.

    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 33,353 shares
    Change vs previous 13F +98 shares

    0.67% of the 13F portfolio, value $3,950,330.

    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 33,255 shares
    Change vs previous 13F -53 shares

    0.68% of the 13F portfolio, value $3,646,007.

    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 33,308 shares
    Change vs previous 13F +1,734 shares

    0.63% of the 13F portfolio, value $3,493,649.

    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 31,574 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $3,209,496.

    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 31,574 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,209,496.

    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).