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Disclosery

Well Done, LLC: IYJ position timeline

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

Well Done, LLC held 54,248 IYJ 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 54,248 shares
    Change vs previous 13F +1,558 shares

    1.22% of the 13F portfolio, value $9,040,493.

    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 52,690 shares
    Change vs previous 13F +2,869 shares

    1.14% of the 13F portfolio, value $7,773,883.

    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 49,821 shares
    Change vs previous 13F +6,132 shares

    1.1% of the 13F portfolio, value $7,381,978.

    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 43,689 shares
    Change vs previous 13F +2,530 shares

    1.09% of the 13F portfolio, value $6,373,133.

    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 41,159 shares
    Change vs previous 13F +4,396 shares

    1.1% of the 13F portfolio, value $5,857,263.

    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 36,763 shares
    Change vs previous 13F +1,199 shares

    0.89% of the 13F portfolio, value $4,908,540.

    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 35,564 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $4,753,728.

    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 35,564 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,753,728.

    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).