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Disclosery

Portfolio Design Labs, LLC: VTR position timeline

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

Portfolio Design Labs, LLC held 5,442 VTR 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 5,442 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $483,250.

    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 5,435 shares
    Change vs previous 13F +2,651 shares

    0.08% of the 13F portfolio, value $444,475.

    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 2,784 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $215,426.

    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).