Skip to content
Disclosery

Portfolio Design Labs, LLC: WFC position timeline

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

Portfolio Design Labs, LLC held 28,877 WFC 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 28,877 shares
    Change vs previous 13F +1,420 shares

    0.39% of the 13F portfolio, value $2,386,399.

    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 27,457 shares
    Change vs previous 13F -3,429 shares

    0.39% of the 13F portfolio, value $2,185,834.

    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 30,886 shares
    Change vs previous 13F +288 shares

    0.47% of the 13F portfolio, value $2,878,622.

    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 30,598 shares
    Change vs previous 13F +16,697 shares

    0.44% of the 13F portfolio, value $2,564,744.

    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 13,901 shares
    Change vs previous 13F -15,361 shares

    0.22% of the 13F portfolio, value $1,113,749.

    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 29,262 shares
    Change vs previous 13F -38,896 shares

    0.43% of the 13F portfolio, value $2,100,719.

    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).

  7. period ended2024-12-31
    13F 68,158 shares
    Change vs previous 13F +11,844 shares

    0.98% of the 13F portfolio, value $4,787,419.

    13F-HR 0002010278-25-000002 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).

  8. period ended2024-09-30
    13F 56,314 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,181,179.

    13F-HR 0002010278-24-000006 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).