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Porter White Investment Advisors, Inc.: DFIC position timeline

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

Porter White Investment Advisors, Inc. held 165,591 DFIC 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 165,591 shares
    Change vs previous 13F +3,238 shares

    3.86% of the 13F portfolio, value $6,227,891.

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

  2. period ended2026-06-30
    13F 162,353 shares
    Change vs previous 13F +3,132 shares

    2.33% of the 13F portfolio, value $6,049,276.

    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 159,221 shares
    Change vs previous 13F +1,516 shares

    2.27% of the 13F portfolio, value $5,657,123.

    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 157,705 shares
    Change vs previous 13F -6,018 shares

    2.23% of the 13F portfolio, value $5,434,520.

    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 163,723 shares
    Change vs previous 13F -964 shares

    2.3% of the 13F portfolio, value $5,368,484.

    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 164,687 shares
    Change vs previous 13F -14,717 shares

    2.38% of the 13F portfolio, value $5,120,110.

    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 179,404 shares
    Change vs previous 13F +10,420 shares

    2.46% of the 13F portfolio, value $4,982,071.

    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 168,984 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $4,367,383.

    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).