Portfolio Design Labs, LLC: USMV position timeline

Portfolio Design Labs, LLC held 56,236 USMV 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 56,236 shares

   Change vs previous 13F -44,966 shares

   0.89% of the 13F portfolio, value $5,424,525.

   13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 101,202 shares

   Change vs previous 13F -11,734 shares

   1.67% of the 13F portfolio, value $9,385,474.

   13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 112,936 shares

   Change vs previous 13F -10,398 shares

   1.75% of the 13F portfolio, value $10,634,054.

   13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 123,334 shares

   Change vs previous 13F -246,020 shares

   2.01% of the 13F portfolio, value $11,733,997.

   13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 369,354 shares

   Change vs previous 13F not available

   6.81% of the 13F portfolio, value $34,671,261.

   13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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