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Portfolio Design Labs, LLC: SHY position timeline

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

Portfolio Design Labs, LLC held 226,022 SHY 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 226,022 shares
    Change vs previous 13F +20,064 shares

    3.04% of the 13F portfolio, value $18,558,703.

    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 205,958 shares
    Change vs previous 13F +58,390 shares

    3.02% of the 13F portfolio, value $17,005,953.

    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 147,568 shares
    Change vs previous 13F +1,204 shares

    2.02% of the 13F portfolio, value $12,221,583.

    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 146,364 shares
    Change vs previous 13F -41,901 shares

    2.09% of the 13F portfolio, value $12,142,358.

    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 188,265 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $15,599,638.

    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).