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Disclosery

Well Done, LLC: SPY position timeline

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

Well Done, LLC held 10,925 SPY 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 10,925 shares
    Change vs previous 13F -141 shares

    1.1% of the 13F portfolio, value $8,158,512.

    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 11,066 shares
    Change vs previous 13F -275 shares

    1.06% of the 13F portfolio, value $7,196,655.

    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 11,341 shares
    Change vs previous 13F -320 shares

    1.16% of the 13F portfolio, value $7,733,345.

    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 11,661 shares
    Change vs previous 13F +2,514 shares

    1.32% of the 13F portfolio, value $7,768,176.

    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 9,147 shares
    Change vs previous 13F -1,235 shares

    1.06% of the 13F portfolio, value $5,651,289.

    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 10,382 shares
    Change vs previous 13F +267 shares

    1.1% of the 13F portfolio, value $6,084,486.

    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 10,115 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $5,803,085.

    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 10,115 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,803,085.

    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).