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Porter White Investment Advisors, Inc.: DFGR position timeline

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

Porter White Investment Advisors, Inc. held 103,382 DFGR 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 103,382 shares
    Change vs previous 13F +820 shares

    1.73% of the 13F portfolio, value $2,796,484.

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

  2. period ended2026-06-30
    13F 102,562 shares
    Change vs previous 13F -394 shares

    1.14% of the 13F portfolio, value $2,971,228.

    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 102,956 shares
    Change vs previous 13F +29 shares

    1.1% of the 13F portfolio, value $2,736,596.

    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 102,927 shares
    Change vs previous 13F +4,517 shares

    1.12% of the 13F portfolio, value $2,719,356.

    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 98,410 shares
    Change vs previous 13F +182 shares

    1.15% of the 13F portfolio, value $2,687,601.

    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 98,228 shares
    Change vs previous 13F +12,019 shares

    1.23% of the 13F portfolio, value $2,635,452.

    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 86,209 shares
    Change vs previous 13F +7,099 shares

    1.12% of the 13F portfolio, value $2,263,854.

    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 79,110 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,020,471.

    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).