AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Well Done, LLC (CIK: 0001667132)
1. Portfolio Overview
Well Done, LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 212.0%, growing from $214.44M to $669.11M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a consolidation of assets into this reporting entity during the quarter.
Th...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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