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Well Done, LLC: VLUE position timeline

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

Well Done, LLC held 39,135 VLUE 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 39,135 shares
    Change vs previous 13F -385 shares

    1.05% of the 13F portfolio, value $7,819,612.

    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 39,520 shares
    Change vs previous 13F +505 shares

    0.83% of the 13F portfolio, value $5,619,303.

    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 39,015 shares
    Change vs previous 13F -1,404 shares

    0.8% of the 13F portfolio, value $5,334,517.

    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 40,419 shares
    Change vs previous 13F -86 shares

    0.86% of the 13F portfolio, value $5,054,407.

    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 40,505 shares
    Change vs previous 13F -7,910 shares

    0.86% of the 13F portfolio, value $4,585,515.

    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 48,415 shares
    Change vs previous 13F -781 shares

    0.93% of the 13F portfolio, value $5,113,108.

    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 49,196 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $5,364,327.

    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 49,196 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,364,327.

    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).