$355 Million is the total value of Well Done, LLC's 135 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL A | 32 | Q3 2023 | 13.9% |
ISHARES TR | 32 | Q3 2023 | 12.5% |
ISHARES TR | 32 | Q3 2023 | 9.9% |
GENTEX CORP COM | 32 | Q3 2023 | 7.5% |
ISHARES USA MINIMUM VOLATILITY | 32 | Q3 2023 | 12.1% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 32 | Q3 2023 | 10.7% |
VANGUARD MID-CAP VALUE INDEX FUND | 32 | Q3 2023 | 4.4% |
ISHARES TR | 32 | Q3 2023 | 3.8% |
ABBVIE INC COM | 32 | Q3 2023 | 2.0% |
ABBOTT LABS COM | 32 | Q3 2023 | 1.6% |
View Well Done, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-21 |
View Well Done, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.