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Well Done, LLC: IWR position timeline

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

Well Done, LLC held 17,968 IWR 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 17,968 shares
    Change vs previous 13F +271 shares

    0.27% of the 13F portfolio, value $1,982,203.

    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 17,697 shares
    Change vs previous 13F +1,361 shares

    0.25% of the 13F portfolio, value $1,720,670.

    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 16,336 shares
    Change vs previous 13F +623 shares

    0.24% of the 13F portfolio, value $1,572,670.

    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 15,713 shares
    Change vs previous 13F +1,048 shares

    0.26% of the 13F portfolio, value $1,517,065.

    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 14,665 shares
    Change vs previous 13F +1,482 shares

    0.25% of the 13F portfolio, value $1,348,709.

    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 13,183 shares
    Change vs previous 13F +1,952 shares

    0.21% of the 13F portfolio, value $1,165,357.

    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 11,231 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $989,866.

    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 11,231 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $989,866.

    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).