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Disclosery

Well Done, LLC: ITA position timeline

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

Well Done, LLC held 37,594 ITA 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 37,594 shares
    Change vs previous 13F -2,874 shares

    1.23% of the 13F portfolio, value $9,113,571.

    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 40,468 shares
    Change vs previous 13F +1,456 shares

    1.3% of the 13F portfolio, value $8,852,375.

    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 39,012 shares
    Change vs previous 13F +3,847 shares

    1.25% of the 13F portfolio, value $8,375,487.

    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 35,165 shares
    Change vs previous 13F +1,356 shares

    1.25% of the 13F portfolio, value $7,358,628.

    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 33,809 shares
    Change vs previous 13F +513 shares

    1.2% of the 13F portfolio, value $6,377,684.

    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 33,296 shares
    Change vs previous 13F +1,180 shares

    0.88% of the 13F portfolio, value $4,839,610.

    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 32,116 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $4,805,709.

    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 32,116 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,805,709.

    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).