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Well Done, LLC: IAI position timeline

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

Well Done, LLC held 52,860 IAI 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 52,860 shares
    Change vs previous 13F +3,130 shares

    1.25% of the 13F portfolio, value $9,267,879.

    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 49,730 shares
    Change vs previous 13F +2,860 shares

    1.2% of the 13F portfolio, value $8,164,672.

    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 46,870 shares
    Change vs previous 13F +4,764 shares

    1.26% of the 13F portfolio, value $8,407,072.

    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 42,106 shares
    Change vs previous 13F +4,876 shares

    1.27% of the 13F portfolio, value $7,447,710.

    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 37,230 shares
    Change vs previous 13F -360 shares

    1.18% of the 13F portfolio, value $6,297,013.

    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 37,590 shares
    Change vs previous 13F +786 shares

    0.98% of the 13F portfolio, value $5,416,730.

    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 36,804 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $4,731,458.

    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 36,804 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,731,458.

    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).