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Disclosery

Portfolio Design Labs, LLC: WELL position timeline

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

Portfolio Design Labs, LLC held 20,560 WELL 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 20,560 shares
    Change vs previous 13F +59 shares

    0.77% of the 13F portfolio, value $4,666,578.

    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 20,501 shares
    Change vs previous 13F -2,157 shares

    0.72% of the 13F portfolio, value $4,053,305.

    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 22,658 shares
    Change vs previous 13F +1,656 shares

    0.69% of the 13F portfolio, value $4,205,585.

    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 21,002 shares
    Change vs previous 13F -1,503 shares

    0.64% of the 13F portfolio, value $3,741,313.

    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 22,505 shares
    Change vs previous 13F -4,911 shares

    0.68% of the 13F portfolio, value $3,459,694.

    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 27,416 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,200,406.

    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).