Well Done, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1667132 HOLLAND, MI

Position in SOFI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,126,187

+$1,122,839 QoQ

Shares Held

285,900

+13.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

3.87%

of 13F equity value

Holder Rank

#171

of 913 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Well Done, LLC holds $6,110,148 across 3 Credit Services names. SOFI ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	285,900	$5,126,187
2	V	Visa Inc.	2,165	$742,789
3	AXP	American Express Co	713	$241,172

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,126,187	285,900	+13.4%	Shares	Sole	2026-07-24
2026-03-31	$4,003,348	252,100	-0.3%	Shares	Sole	2026-04-14
2025-12-31	$6,618,146	252,794	-0.2%	Shares	Sole	2026-01-13
2025-09-30	$6,694,695	253,395	-0.1%	Shares	Sole	2025-10-28
2025-06-30	$4,619,877	253,700	+13.3%	Shares	Sole	2025-07-15
2025-03-31	$2,605,120	224,000	-0.3%	Shares	Sole	2025-04-21
2024-12-31	$3,458,532	224,580	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,765,198	224,580	-0.3%	Shares	Sole	2024-10-17
2024-06-30	$1,489,239	225,301	+22.5%	Shares	Sole	2024-07-18
2024-03-31	$1,342,601	183,918	+6.4%	Shares	Sole	2024-04-18
2023-12-31	$1,719,887	172,853	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,381,095	172,853	+83.6%	Shares	Sole	2023-10-16
2023-06-30	$785,302	94,161	0.0%	Shares	Sole	2023-07-20
2023-03-31	$571,557	94,161	+640.6%	Shares	Sole	2023-04-20
2022-12-31	$58,616	12,715	+0.1%	Shares	Sole	2023-01-18
2022-09-30	$62,000	12,705	0.0%	Shares	Sole	2022-10-14
2022-06-30	$66,955	12,705	0.0%	Shares	Sole	2022-07-18
2022-03-31	$120,062	12,705	0.0%	Shares	Sole	2022-04-20
2021-12-31	$200,866	12,705	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.