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Disclosery

Well Done, LLC: TAXE position timeline

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

Well Done, LLC held 56,905 TAXE 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 56,905 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,917,804.

    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 56,905 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,886,620.

    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 56,905 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,907,846.

    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 56,905 shares
    Change vs previous 13F +31,905 shares

    0.49% of the 13F portfolio, value $2,884,515.

    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 25,000 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,242,750.

    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).