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Porter White Investment Advisors, Inc.: DFAX position timeline

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

Porter White Investment Advisors, Inc. held 303,474 DFAX 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 303,474 shares
    Change vs previous 13F +5,842 shares

    6.97% of the 13F portfolio, value $11,234,612.

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

  2. period ended2026-06-30
    13F 297,632 shares
    Change vs previous 13F -4,893 shares

    4.22% of the 13F portfolio, value $10,964,779.

    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 302,525 shares
    Change vs previous 13F -2,586 shares

    4.12% of the 13F portfolio, value $10,276,787.

    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 305,111 shares
    Change vs previous 13F +286 shares

    4.1% of the 13F portfolio, value $9,986,308.

    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 304,825 shares
    Change vs previous 13F -2,943 shares

    4.11% of the 13F portfolio, value $9,565,432.

    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 307,768 shares
    Change vs previous 13F -15,701 shares

    4.21% of the 13F portfolio, value $9,039,139.

    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 323,469 shares
    Change vs previous 13F +15,691 shares

    4.19% of the 13F portfolio, value $8,474,908.

    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 307,778 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $7,651,368.

    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).