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Disclosery

Well Done, LLC: SOFI position timeline

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

Well Done, LLC held 285,900 SOFI 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 285,900 shares
    Change vs previous 13F +33,800 shares

    0.69% of the 13F portfolio, value $5,126,187.

    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 252,100 shares
    Change vs previous 13F -694 shares

    0.59% of the 13F portfolio, value $4,003,348.

    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 252,794 shares
    Change vs previous 13F -601 shares

    0.99% of the 13F portfolio, value $6,618,147.

    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 253,395 shares
    Change vs previous 13F -305 shares

    1.14% of the 13F portfolio, value $6,694,696.

    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 253,700 shares
    Change vs previous 13F +29,700 shares

    0.87% of the 13F portfolio, value $4,619,877.

    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 224,000 shares
    Change vs previous 13F -580 shares

    0.63% of the 13F portfolio, value $3,449,600.

    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 224,580 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,765,199.

    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 224,580 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,765,199.

    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).