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Portfolio Design Labs, LLC: CMS position timeline

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

Portfolio Design Labs, LLC held 18,030 CMS 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 18,030 shares
    Change vs previous 13F +1,322 shares

    0.23% of the 13F portfolio, value $1,379,278.

    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 16,708 shares
    Change vs previous 13F -7,664 shares

    0.23% of the 13F portfolio, value $1,296,233.

    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 24,372 shares
    Change vs previous 13F +494 shares

    0.28% of the 13F portfolio, value $1,704,325.

    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 23,878 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,749,332.

    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).