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Disclosery

Well Done, LLC: SHY position timeline

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

Well Done, LLC held 74,778 SHY 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 74,778 shares
    Change vs previous 13F -13,403 shares

    0.83% of the 13F portfolio, value $6,140,022.

    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 88,181 shares
    Change vs previous 13F +26,488 shares

    1.07% of the 13F portfolio, value $7,281,106.

    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 61,693 shares
    Change vs previous 13F +6,546 shares

    0.76% of the 13F portfolio, value $5,109,415.

    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 55,147 shares
    Change vs previous 13F -15,319 shares

    0.78% of the 13F portfolio, value $4,574,996.

    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 70,466 shares
    Change vs previous 13F +14,493 shares

    1.1% of the 13F portfolio, value $5,838,739.

    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 55,973 shares
    Change vs previous 13F -12,803 shares

    0.83% of the 13F portfolio, value $4,588,637.

    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 68,776 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $5,718,702.

    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 68,776 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,718,702.

    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).