Notify me when Well Done, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 187 | $587,333,543 | +$28,164,972 | -$9,447,043 | +$18,717,929 | BRKA, IVV, BRKB, USMV, QUAL | 13F-HR | 27 Oct 2025, 19:09 |
| Q2 2025 | 176 | $533,199,854 | +$35,762,451 | -$80,720,345 | -$44,957,894 | IVV, BRKB, USMV, QUAL, DGRO | 13F-HR | 15 Jul 2025, 16:48 |
| Q1 2025 | 178 | $550,437,469 | +$11,650,703 | -$10,022,546 | +$1,628,157 | IVV, VOXX, USMV, BRKB, QUAL | 13F-HR | 21 Apr 2025, 12:54 |
| Q4 2024 | 178 | $542,285,010 | $0 | -$829,910 | -$829,910 | BRKA, IVV, VOXX, USMV, BRKB | 13F-HR | 17 Jan 2025, 11:24 |
| Q3 2024 | 179 | $547,230,564 | +$45,460,746 | -$25,329,299 | +$20,131,447 | BRKA, IVV, VOXX, USMV, BRKB | 13F-HR | 17 Oct 2024, 16:33 |
| Q2 2024 | 179 | $481,270,404 | +$11,230,704 | -$20,321,156 | -$9,090,452 | BRKA, IVV, USMV, QUAL, BRKB | 13F-HR | 18 Jul 2024, 12:18 |
| Q1 2024 | 185 | $508,472,695 | +$60,963,968 | -$97,220,909 | -$36,256,941 | BRKA, IVV, VOXX, QUAL, USMV | 13F-HR | 18 Apr 2024, 11:27 |
| Q4 2023 | 181 | $511,137,961 | +$41,702,799 | -$22,438,664 | +$19,264,135 | BRKA, IVV, QUAL, MTUM, VOXX | 13F-HR | 18 Jan 2024, 10:24 |
| Q3 2023 | 161 | $451,245,485 | +$13,458,025 | -$23,448,913 | -$9,990,888 | BRKA, IVV, QUAL, MTUM, USMV | 13F-HR | 16 Oct 2023, 08:52 |
| Q2 2023 | 169 | $470,308,015 | +$4,538,139 | -$20,434,953 | -$15,896,814 | BRKA, IVV, QUAL, MTUM, USMV | 13F-HR | 20 Jul 2023, 15:50 |
| Q1 2023 | 176 | $462,245,982 | +$23,988,259 | -$37,419,474 | -$13,431,215 | BRKA, IVV, QUAL, MTUM, USMV | 13F-HR | 20 Apr 2023, 15:22 |
| Q4 2022 | 182 | $465,187,627 | +$33,495,202 | -$18,990,224 | +$14,504,978 | BRKA, IVV, QUAL, MTUM, USMV | 13F-HR | 17 Jan 2023, 19:26 |
| Q3 2022 | 164 | $409,009,000 | +$22,206,355 | -$41,204,617 | -$18,998,262 | BRKA, IVV, QUAL, MTUM, USMV | 13F-HR | 14 Oct 2022, 16:37 |
| Q2 2022 | 172 | $454,624,000 | +$53,643,116 | -$28,659,464 | +$24,983,652 | BRKA, IVV, QUAL, AGG, MTUM | 13F-HR | 18 Jul 2022, 16:58 |
| Q1 2022 | 193 | $500,239,000 | +$40,471,209 | -$21,756,340 | +$18,714,869 | BRKA, QUAL, IVV, MTUM, USMV | 13F-HR | 20 Apr 2022, 15:11 |
| Q4 2021 | 183 | $493,647,000 | +$20,272,984 | -$13,514,483 | +$6,758,501 | BRKA, QUAL, IVV, MTUM, USMV | 13F-HR | 21 Jan 2022, 11:24 |
| Q3 2021 | 172 | $448,716,000 | +$17,334,240 | -$18,888,766 | -$1,554,526 | BRKA, QUAL, IVV, MTUM, USMV | 13F-HR | 01 Nov 2021, 08:16 |
| Q2 2021 | 173 | $453,832,000 | +$18,167,057 | -$21,918,533 | -$3,751,476 | BRKA, QUAL, IVV, MTUM, USMV | 13F-HR | 19 Jul 2021, 14:42 |
| Q1 2021 | 169 | $435,631,000 | +$22,476,389 | -$15,437,860 | +$7,038,529 | BRKA, QUAL, IVV, MTUM, GNTX | 13F-HR | 29 Apr 2021, 07:20 |
| Q4 2020 | 157 | $404,080,000 | +$28,654,005 | -$21,981,735 | +$6,672,270 | BRKA, QUAL, IVV, MTUM, GNTX | 13F-HR | 02 Feb 2021, 14:42 |
| Q3 2020 | 135 | $354,847,000 | +$5,852,391 | -$39,143,999 | -$33,291,608 | BRKA, QUAL, IVV, MTUM, USMV | 13F-HR | 19 Oct 2020, 14:27 |
| Q2 2020 | 148 | $363,627,000 | +$14,827,475 | -$25,393,869 | -$10,566,394 | QUAL, BRKA, IVV, MTUM, GNTX | 13F-HR | 20 Jul 2020, 07:21 |
| Q1 2020 | 132 | $330,258,000 | +$38,302,308 | -$47,041,090 | -$8,738,782 | BRKA, QUAL, IVV, MTUM, GNTX | 13F-HR | 16 Apr 2020, 09:18 |
| Q4 2019 | 153 | $431,878,000 | +$14,839,269 | -$16,606,481 | -$1,767,212 | BRKA, GNTX, QUAL, MTUM, VLUE | 13F-HR | 29 Jan 2020, 14:06 |
| Q3 2019 | 149 | $406,587,000 | +$11,372,322 | -$37,005,900 | -$25,633,578 | BRKA, GNTX, MTUM, QUAL, VLUE | Restatement | 15 Oct 2019, 13:21 |
| Q2 2019 | 145 | $428,060,000 | +$24,663,722 | -$19,210,996 | +$5,452,726 | BRKA, MTUM, QUAL, GNTX, VLUE | 13F-HR | 18 Jul 2019, 21:05 |
| Q1 2019 | 145 | $406,825,000 | +$84,948,297 | -$63,117,330 | +$21,830,967 | BRKA, MTUM, VLUE, QUAL, GNTX | 13F-HR | 09 May 2019, 16:46 |
| Q4 2018 | 756 | $356,186,000 | +$66,533,651 | -$19,047,982 | +$47,485,669 | BRKA, MTUM, VLUE, GNTX, IJR | 13F-HR | 13 Feb 2019, 18:43 |
| Q3 2018 | 135 | $352,855,000 | +$10,373,380 | -$8,276,987 | +$2,096,393 | BRKA, MTUM, VLUE, GNTX, VOE | 13F-HR | 14 Nov 2018, 07:50 |
| Q2 2018 | 128 | $332,957,000 | +$51,115,016 | -$41,924,042 | +$9,190,974 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 03 Aug 2018, 11:57 |
| Q1 2018 | 587 | $321,107,000 | +$44,095,675 | -$27,896,194 | +$16,199,481 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 11 May 2018, 11:48 |
| Q4 2017 | 115 | $306,565,000 | +$13,235,392 | -$46,586,995 | -$33,351,603 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 09 Feb 2018, 14:28 |
| Q3 2017 | 143 | $325,919,000 | +$36,340,956 | -$14,014,621 | +$22,326,335 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 26 Oct 2017, 11:14 |
| Q2 2017 | 103 | $286,457,000 | +$6,832,172 | -$4,756,211 | +$2,075,961 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 20 Jul 2017, 16:43 |
| Q1 2017 | 102 | $282,034,000 | +$29,164,362 | -$19,373,866 | +$9,790,496 | BRKA, VLUE, MTUM, GNTX, VOE | 13F-HR | 28 Apr 2017, 17:23 |
| Q4 2016 | 94 | $256,469,000 | +$16,216,802 | -$28,752,263 | -$12,535,461 | BRKA, VLUE, MTUM, GNTX, MLKN | 13F-HR | 25 Jan 2017, 15:08 |
| Q3 2016 | 83 | $133,860,000 | $0 | $0 | $0 | MTUM, GNTX, RPG, RZG, RPV | 13F-HR | 02 Nov 2016, 13:00 |
| Q2 2016 | 84 | $275,146,000 | +$11,037,217 | -$21,304,014 | -$10,266,797 | MTUM, USMV, BRKA, XMLV, RPG | 13F-HR | 27 Oct 2016, 15:49 |
| Q1 2016 | 81 | $275,803,000 | +$101,250,141 | -$113,651,842 | -$12,401,701 | MTUM, USMV, BRKA, RPG, GNTX | 13F-HR | 27 Oct 2016, 15:46 |
| Q4 2015 | 90 | $283,095,000 | $0 | $0 | $0 | RPV, RPG, BRKA, RFG, RZG | 13F-HR | 27 Oct 2016, 15:27 |