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Disclosery

Well Done, LLC: IVV position timeline

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

Well Done, LLC held 124,013 IVV 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 124,013 shares
    Change vs previous 13F +1,641 shares

    12.49% of the 13F portfolio, value $92,872,018.

    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 122,372 shares
    Change vs previous 13F +4,253 shares

    11.74% of the 13F portfolio, value $79,934,688.

    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 118,119 shares
    Change vs previous 13F +641 shares

    12.09% of the 13F portfolio, value $80,904,728.

    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 117,478 shares
    Change vs previous 13F +2,859 shares

    13.39% of the 13F portfolio, value $78,627,823.

    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 114,619 shares
    Change vs previous 13F +1,852 shares

    13.35% of the 13F portfolio, value $71,166,365.

    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 112,767 shares
    Change vs previous 13F -1,503 shares

    12.03% of the 13F portfolio, value $66,383,690.

    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 114,270 shares
    Change vs previous 13F 0 shares

    12.06% of the 13F portfolio, value $65,912,998.

    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 114,270 shares
    Change vs previous 13F not available

    12.04% of the 13F portfolio, value $65,912,998.

    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).