Position in MBWM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$214,061
-$63,564 QoQ
Shares Held
3,728
-41.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#151
of 207 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Well Done, LLC holds $2,396,069 across 5 Banks - Regional names. MBWM ranks #5 (8.9% of the industry book) .
All Filings in MBWM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,061 | 3,728 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $277,625 | 6,391 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $272,011 | 6,114 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,304 | 6,114 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $248,044 | 6,114 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $235,712 | 6,124 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $244,299 | 6,050 | Shares | Sole | 2024-01-18 | |
| 2022-12-31 | $200,746 | 5,996 | Shares | Sole | 2023-01-18 | |
| 2022-03-31 | $205,294 | 5,796 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $202,508 | 5,781 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||