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Disclosery

Portfolio Design Labs, LLC: CFG position timeline

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

Portfolio Design Labs, LLC held 8,779 CFG 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 8,779 shares
    Change vs previous 13F -17,271 shares

    0.1% of the 13F portfolio, value $615,145.

    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 26,050 shares
    Change vs previous 13F -6,361 shares

    0.28% of the 13F portfolio, value $1,562,236.

    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 ended2025-12-31
    13F 32,411 shares
    Change vs previous 13F +2,671 shares

    0.31% of the 13F portfolio, value $1,893,111.

    13F-HR 0002010278-26-000002 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).

  4. period ended2025-09-30
    13F 29,740 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,580,980.

    13F-HR 0002010278-25-000007 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).