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Well Done, LLC: ITOT position timeline

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

Well Done, LLC held 61,089 ITOT 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 61,089 shares
    Change vs previous 13F -909 shares

    1.35% of the 13F portfolio, value $10,035,122.

    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 61,998 shares
    Change vs previous 13F +1,179 shares

    1.3% of the 13F portfolio, value $8,830,406.

    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 60,819 shares
    Change vs previous 13F +103 shares

    1.35% of the 13F portfolio, value $9,043,228.

    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 60,716 shares
    Change vs previous 13F +398 shares

    1.51% of the 13F portfolio, value $8,843,297.

    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 60,318 shares
    Change vs previous 13F -1,037 shares

    1.53% of the 13F portfolio, value $8,145,273.

    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 61,355 shares
    Change vs previous 13F +968 shares

    1.43% of the 13F portfolio, value $7,891,512.

    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 60,387 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $7,585,694.

    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 60,387 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $7,585,694.

    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).