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Porter White Investment Advisors, Inc.: DFGX position timeline

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

Porter White Investment Advisors, Inc. held 79,980 DFGX 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 79,980 shares
    Change vs previous 13F +1,338 shares

    2.54% of the 13F portfolio, value $4,090,093.

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

  2. period ended2026-06-30
    13F 78,642 shares
    Change vs previous 13F +1,735 shares

    1.62% of the 13F portfolio, value $4,214,803.

    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 76,907 shares
    Change vs previous 13F +3,241 shares

    1.62% of the 13F portfolio, value $4,033,812.

    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 73,666 shares
    Change vs previous 13F +11,503 shares

    1.59% of the 13F portfolio, value $3,877,411.

    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 62,163 shares
    Change vs previous 13F +21,805 shares

    1.44% of the 13F portfolio, value $3,354,345.

    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 40,358 shares
    Change vs previous 13F +6,678 shares

    1% of the 13F portfolio, value $2,153,479.

    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 33,680 shares
    Change vs previous 13F +18,995 shares

    0.87% of the 13F portfolio, value $1,759,808.

    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 14,685 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $768,336.

    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).