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Porter White Investment Advisors, Inc.: AVUV position timeline

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

Porter White Investment Advisors, Inc. held 134,917 AVUV 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 134,917 shares
    Change vs previous 13F +9,982 shares

    9.86% of the 13F portfolio, value $15,889,226.

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

  2. period ended2026-06-30
    13F 124,935 shares
    Change vs previous 13F +11,429 shares

    6% of the 13F portfolio, value $15,586,930.

    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 113,506 shares
    Change vs previous 13F +908 shares

    5.02% of the 13F portfolio, value $12,539,062.

    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 112,598 shares
    Change vs previous 13F +3,392 shares

    4.71% of the 13F portfolio, value $11,482,790.

    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 109,206 shares
    Change vs previous 13F +615 shares

    4.67% of the 13F portfolio, value $10,869,320.

    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 108,591 shares
    Change vs previous 13F -3,294 shares

    4.61% of the 13F portfolio, value $9,892,642.

    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 111,885 shares
    Change vs previous 13F +5,086 shares

    4.83% of the 13F portfolio, value $9,753,088.

    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 106,799 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $10,309,338.

    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).