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Disclosery

Portfolio Design Labs, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Design Labs, LLC on CB, newest first. How the timeline and the estimate are built.

Portfolio Design Labs, LLC held 951 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 951 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $324,044.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 950 shares
    Change vs previous 13F +950 shares

    0.06% of the 13F portfolio, value $309,634.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,150 shares

    13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 1,150 shares
    Change vs previous 13F -1,252 shares

    0.07% of the 13F portfolio, value $347,289.

    13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,402 shares
    Change vs previous 13F +246 shares

    0.14% of the 13F portfolio, value $663,673.

    13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,156 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $621,769.

    13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).