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Porter White Investment Advisors, Inc.: DFAE position timeline

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

Porter White Investment Advisors, Inc. held 61,584 DFAE 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 61,584 shares
    Change vs previous 13F +1,750 shares

    1.5% of the 13F portfolio, value $2,420,893.

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

  2. period ended2026-06-30
    13F 59,834 shares
    Change vs previous 13F +607 shares

    0.93% of the 13F portfolio, value $2,405,937.

    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 59,227 shares
    Change vs previous 13F -20 shares

    0.8% of the 13F portfolio, value $2,005,455.

    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 59,247 shares
    Change vs previous 13F +659 shares

    0.79% of the 13F portfolio, value $1,929,707.

    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 58,588 shares
    Change vs previous 13F -256 shares

    0.79% of the 13F portfolio, value $1,847,311.

    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 58,844 shares
    Change vs previous 13F +17 shares

    0.79% of the 13F portfolio, value $1,703,546.

    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 58,827 shares
    Change vs previous 13F +517 shares

    0.75% of the 13F portfolio, value $1,523,053.

    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 58,310 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,479,322.

    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).