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Disclosery

Portfolio Design Labs, LLC: WEC position timeline

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

Portfolio Design Labs, LLC held 9,666 WEC 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 9,666 shares
    Change vs previous 13F +750 shares

    0.19% of the 13F portfolio, value $1,128,718.

    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 8,916 shares
    Change vs previous 13F -4,639 shares

    0.18% of the 13F portfolio, value $1,032,190.

    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 13,555 shares
    Change vs previous 13F +334 shares

    0.24% of the 13F portfolio, value $1,429,467.

    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 13,221 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,515,029.

    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).