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Disclosery

Well Done, LLC: QVAL position timeline

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

Well Done, LLC held 165,606 QVAL 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 165,606 shares
    Change vs previous 13F +13,075 shares

    1.24% of the 13F portfolio, value $9,182,845.

    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 152,531 shares
    Change vs previous 13F +24,365 shares

    1.17% of the 13F portfolio, value $7,953,163.

    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 128,166 shares
    Change vs previous 13F -2,586 shares

    0.93% of the 13F portfolio, value $6,253,844.

    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 130,752 shares
    Change vs previous 13F -1,387 shares

    1.04% of the 13F portfolio, value $6,099,582.

    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 132,139 shares
    Change vs previous 13F -3,746 shares

    1.09% of the 13F portfolio, value $5,815,424.

    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 135,885 shares
    Change vs previous 13F -2,429 shares

    1.1% of the 13F portfolio, value $6,065,915.

    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 138,314 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $6,381,242.

    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 138,314 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $6,381,242.

    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).