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Disclosery

Well Done, LLC: MTUM position timeline

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

Well Done, LLC held 49,716 MTUM 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 49,716 shares
    Change vs previous 13F -1,340 shares

    2.29% of the 13F portfolio, value $17,043,977.

    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 51,056 shares
    Change vs previous 13F -1,705 shares

    1.8% of the 13F portfolio, value $12,252,918.

    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 52,761 shares
    Change vs previous 13F -543 shares

    1.97% of the 13F portfolio, value $13,206,511.

    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 53,304 shares
    Change vs previous 13F -557 shares

    2.33% of the 13F portfolio, value $13,669,848.

    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 53,861 shares
    Change vs previous 13F -3,393 shares

    2.43% of the 13F portfolio, value $12,943,664.

    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 57,254 shares
    Change vs previous 13F -1,229 shares

    2.15% of the 13F portfolio, value $11,846,957.

    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 58,483 shares
    Change vs previous 13F 0 shares

    2.17% of the 13F portfolio, value $11,857,988.

    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 58,483 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $11,857,988.

    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).