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Disclosery

Well Done, LLC: USMV position timeline

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

Well Done, LLC held 230,337 USMV 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 230,337 shares
    Change vs previous 13F +2,168 shares

    2.99% of the 13F portfolio, value $22,218,267.

    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 228,169 shares
    Change vs previous 13F -16,080 shares

    3.11% of the 13F portfolio, value $21,160,351.

    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 244,249 shares
    Change vs previous 13F -3,170 shares

    3.44% of the 13F portfolio, value $22,998,530.

    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 247,419 shares
    Change vs previous 13F +3,405 shares

    4.01% of the 13F portfolio, value $23,539,425.

    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 244,014 shares
    Change vs previous 13F -8,093 shares

    4.3% of the 13F portfolio, value $22,905,582.

    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 252,107 shares
    Change vs previous 13F +1,533 shares

    4.06% of the 13F portfolio, value $22,384,591.

    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 250,574 shares
    Change vs previous 13F 0 shares

    4.19% of the 13F portfolio, value $22,879,865.

    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 250,574 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $22,879,865.

    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).