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Well Done, LLC: MSFT position timeline

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

Well Done, LLC held 8,609 MSFT 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 8,609 shares
    Change vs previous 13F -949 shares

    0.43% of the 13F portfolio, value $3,211,158.

    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 9,558 shares
    Change vs previous 13F -500 shares

    0.52% of the 13F portfolio, value $3,537,909.

    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 10,058 shares
    Change vs previous 13F +371 shares

    0.73% of the 13F portfolio, value $4,864,012.

    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 9,687 shares
    Change vs previous 13F -224 shares

    0.85% of the 13F portfolio, value $5,017,638.

    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 9,911 shares
    Change vs previous 13F +814 shares

    0.92% of the 13F portfolio, value $4,929,573.

    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 9,097 shares
    Change vs previous 13F -90 shares

    0.7% of the 13F portfolio, value $3,834,578.

    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 9,187 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $3,952,927.

    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 9,187 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,952,927.

    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).