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Disclosery

Well Done, LLC: SOXX position timeline

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

Well Done, LLC held 15,472 SOXX 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 15,472 shares
    Change vs previous 13F -6,057 shares

    1.33% of the 13F portfolio, value $9,913,870.

    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 21,529 shares
    Change vs previous 13F +20,446 shares

    1.04% of the 13F portfolio, value $7,075,722.

    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 1,083 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $326,146.

    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 1,248 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $338,358.

    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 1,151 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $274,744.

    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 1,151 shares
    Change vs previous 13F +82 shares

    0.04% of the 13F portfolio, value $248,029.

    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 1,069 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $246,501.

    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 1,069 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $246,501.

    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).