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Disclosery

Well Done, LLC: WMT position timeline

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

Well Done, LLC held 9,077 WMT 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 9,077 shares
    Change vs previous 13F +74 shares

    0.14% of the 13F portfolio, value $1,028,062.

    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 9,003 shares
    Change vs previous 13F -987 shares

    0.16% of the 13F portfolio, value $1,118,893.

    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 9,990 shares
    Change vs previous 13F -1,008 shares

    0.17% of the 13F portfolio, value $1,112,986.

    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 10,998 shares
    Change vs previous 13F +397 shares

    0.19% of the 13F portfolio, value $1,133,454.

    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 10,601 shares
    Change vs previous 13F +586 shares

    0.19% of the 13F portfolio, value $1,036,566.

    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 10,015 shares
    Change vs previous 13F +317 shares

    0.16% of the 13F portfolio, value $904,856.

    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 9,698 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $783,114.

    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 9,698 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $783,114.

    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).