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Disclosery

Well Done, LLC: IVLU position timeline

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

Well Done, LLC held 7,150 IVLU 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 7,150 shares
    Change vs previous 13F -581 shares

    0.04% of the 13F portfolio, value $299,013.

    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 7,731 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $306,767.

    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 7,731 shares
    Change vs previous 13F -2,610 shares

    0.04% of the 13F portfolio, value $294,165.

    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 10,341 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $366,899.

    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 10,341 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $340,115.

    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 10,341 shares
    Change vs previous 13F -747 shares

    0.05% of the 13F portfolio, value $280,345.

    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 11,088 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $327,429.

    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 11,088 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $327,429.

    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).