Well Done, LLC
All 13F Filings
- Location
- Holland, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 743,358
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 202 | 743,358 | 13F-HR | Well Done, LLC |
| Q1 2026 | 4/14/2026 | 197 | 680,778 | 13F-HR | Well Done, LLC |
| Q4 2025 | 1/13/2026 | 197 | 669,113 | 13F-HR | Well Done, LLC |
| Q3 2025 | 10/28/2025 | 187 | 587,334 | 13F-HR | Well Done, LLC |
| Q2 2025 | 7/15/2025 | 176 | 533,200 | 13F-HR | Well Done, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 239.2 K | 32.2% | 18.93 K | 0 | 18.93 K |
| ETFs | 502.9 K | 67.7% | 43.39 K | 0 | 43.39 K |
| Debt | 1.28 K | 0.2% | 256 | 0 | 256 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
743,358
Holdings
202
QoQ value change ($000)
62,580
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.