Advertisement
Screener

Portfolio Design Labs, LLC Last Quarter Change: Foreign Other Stocks, Reduced

Portfolio Design Labs, LLC quarter change: Foreign Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Portfolio Design Labs, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2010278): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Garrett Wealth Advisory Group, LLCUnited States$0.562B134
Addison Capital CoUnited States$0.562B182
ARTHUR M. COHEN & ASSOCIATES, LLCUnited States$0.563B127
Financial Gravity Asset Management, Inc.United States$0.562B973
Maytus Capital Management, LLCUnited States$0.562B62
Key FInancial IncUnited States$0.562B1,440
Asset Allocation Strategies LLCUnited States$0.563B168
NORTH POINT PORTFOLIO MANAGERS CORP/OHUnited States$0.561B76
KKM Financial LLCUnited States$0.563B168
ThornTree Capital Partners LPUnited States$0.564B16