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Porter White Investment Advisors, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Porter White Investment Advisors, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Porter White Investment Advisors, Inc. held 106,890 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 106,890 shares
    Change vs previous 13F +8,934 shares

    7.25% of the 13F portfolio, value $11,691,729.

    13F-HR 0001172661-26-004529 filed by Porter White Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 97,956 shares
    Change vs previous 13F +2,298 shares

    3.89% of the 13F portfolio, value $10,094,377.

    13F-HR 0001172661-26-002642 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 95,658 shares
    Change vs previous 13F -1,070 shares

    3.83% of the 13F portfolio, value $9,552,491.

    13F-HR 0001172661-26-001742 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 96,728 shares
    Change vs previous 13F -2,616 shares

    3.73% of the 13F portfolio, value $9,089,592.

    13F-HR 0001172661-26-000377 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 99,344 shares
    Change vs previous 13F -1,387 shares

    3.8% of the 13F portfolio, value $8,844,623.

    13F-HR 0001172661-25-004352 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 100,731 shares
    Change vs previous 13F -2,842 shares

    3.72% of the 13F portfolio, value $7,985,933.

    13F-HR 0001172661-25-002636 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 103,573 shares
    Change vs previous 13F +4,696 shares

    3.57% of the 13F portfolio, value $7,223,205.

    13F-HR 0001172661-25-002432 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 98,877 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $6,434,937.

    13F-HR 0001172661-25-002445 filed by Porter White Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).