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Disclosery

Portfolio Design Labs, LLC: WM position timeline

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

Portfolio Design Labs, LLC held 1,893 WM 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 1,893 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $421,912.

    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 1,885 shares
    Change vs previous 13F +1,885 shares

    0.08% of the 13F portfolio, value $433,155.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,039 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 1,039 shares
    Change vs previous 13F -364 shares

    0.05% of the 13F portfolio, value $237,744.

    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).

  5. period ended2025-03-31
    13F 1,403 shares
    Change vs previous 13F -876 shares

    0.07% of the 13F portfolio, value $324,809.

    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).

  6. period ended2024-12-31
    13F 2,279 shares
    Change vs previous 13F +1,230 shares

    0.09% of the 13F portfolio, value $459,880.

    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).

  7. period ended2024-09-30
    13F 1,049 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $217,773.

    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).