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Porter White Investment Advisors, Inc.: DFEM position timeline

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

Porter White Investment Advisors, Inc. held 119,382 DFEM 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 119,382 shares
    Change vs previous 13F -97 shares

    2.94% of the 13F portfolio, value $4,741,874.

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

  2. period ended2026-06-30
    13F 119,479 shares
    Change vs previous 13F -80 shares

    1.87% of the 13F portfolio, value $4,855,621.

    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 119,559 shares
    Change vs previous 13F +1,180 shares

    1.65% of the 13F portfolio, value $4,130,764.

    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 118,379 shares
    Change vs previous 13F -4,708 shares

    1.61% of the 13F portfolio, value $3,915,994.

    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 123,087 shares
    Change vs previous 13F -1,603 shares

    1.69% of the 13F portfolio, value $3,947,417.

    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 124,690 shares
    Change vs previous 13F -4,656 shares

    1.72% of the 13F portfolio, value $3,700,800.

    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 129,346 shares
    Change vs previous 13F +5,789 shares

    1.69% of the 13F portfolio, value $3,422,501.

    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 123,557 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,235,969.

    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).