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Portfolio Design Labs, LLC: PM position timeline

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

Portfolio Design Labs, LLC held 22,632 PM 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 22,632 shares
    Change vs previous 13F -356 shares

    0.67% of the 13F portfolio, value $4,094,310.

    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 22,988 shares
    Change vs previous 13F -1,446 shares

    0.68% of the 13F portfolio, value $3,800,918.

    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 24,434 shares
    Change vs previous 13F +2,604 shares

    0.65% of the 13F portfolio, value $3,919,255.

    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 21,830 shares
    Change vs previous 13F -6,783 shares

    0.61% of the 13F portfolio, value $3,540,827.

    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).

  5. period ended2025-06-30
    13F 28,613 shares
    Change vs previous 13F +1,674 shares

    1.02% of the 13F portfolio, value $5,211,287.

    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).

  6. period ended2025-03-31
    13F 26,939 shares
    Change vs previous 13F +14,592 shares

    0.88% of the 13F portfolio, value $4,276,028.

    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).

  7. period ended2024-12-31
    13F 12,347 shares
    Change vs previous 13F +3,187 shares

    0.3% of the 13F portfolio, value $1,485,962.

    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).

  8. period ended2024-09-30
    13F 9,160 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,112,024.

    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).