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Porter White Investment Advisors, Inc.: DFCF position timeline

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

Porter White Investment Advisors, Inc. held 137,047 DFCF 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 137,047 shares
    Change vs previous 13F +9,520 shares

    3.41% of the 13F portfolio, value $5,498,327.

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

  2. period ended2026-06-30
    13F 127,527 shares
    Change vs previous 13F -5,984 shares

    2.07% of the 13F portfolio, value $5,382,906.

    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 133,511 shares
    Change vs previous 13F -11,323 shares

    2.26% of the 13F portfolio, value $5,636,836.

    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 144,834 shares
    Change vs previous 13F +16,927 shares

    2.53% of the 13F portfolio, value $6,164,150.

    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 127,907 shares
    Change vs previous 13F +20,819 shares

    2.35% of the 13F portfolio, value $5,469,338.

    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 107,088 shares
    Change vs previous 13F +7,890 shares

    2.11% of the 13F portfolio, value $4,525,526.

    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 99,198 shares
    Change vs previous 13F +9,662 shares

    2.06% of the 13F portfolio, value $4,172,298.

    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 89,536 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,695,142.

    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).