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Porter White Investment Advisors, Inc.: DFEV position timeline

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

Porter White Investment Advisors, Inc. held 49,891 DFEV 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 49,891 shares
    Change vs previous 13F +15,912 shares

    1.31% of the 13F portfolio, value $2,115,421.

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

  2. period ended2026-06-30
    13F 33,979 shares
    Change vs previous 13F +2,553 shares

    0.56% of the 13F portfolio, value $1,449,765.

    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 31,426 shares
    Change vs previous 13F -166 shares

    0.45% of the 13F portfolio, value $1,124,428.

    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 31,592 shares
    Change vs previous 13F -492 shares

    0.44% of the 13F portfolio, value $1,065,919.

    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 32,084 shares
    Change vs previous 13F +167 shares

    0.44% of the 13F portfolio, value $1,023,173.

    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 31,917 shares
    Change vs previous 13F -7,915 shares

    0.45% of the 13F portfolio, value $957,196.

    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 39,832 shares
    Change vs previous 13F +4,800 shares

    0.53% of the 13F portfolio, value $1,077,463.

    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 35,032 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $918,200.

    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).