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Porter White Investment Advisors, Inc.: DFIP position timeline

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

Porter White Investment Advisors, Inc. held 124,859 DFIP 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 124,859 shares
    Change vs previous 13F +27,264 shares

    3.03% of the 13F portfolio, value $4,877,026.

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

  2. period ended2026-06-30
    13F 97,595 shares
    Change vs previous 13F +3,348 shares

    1.55% of the 13F portfolio, value $4,026,278.

    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 94,247 shares
    Change vs previous 13F +4,885 shares

    1.57% of the 13F portfolio, value $3,932,020.

    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 89,362 shares
    Change vs previous 13F +15,852 shares

    1.52% of the 13F portfolio, value $3,713,472.

    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 73,510 shares
    Change vs previous 13F +25,500 shares

    1.33% of the 13F portfolio, value $3,104,334.

    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 48,010 shares
    Change vs previous 13F +2,838 shares

    0.93% of the 13F portfolio, value $2,007,280.

    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 45,172 shares
    Change vs previous 13F +15,022 shares

    0.94% of the 13F portfolio, value $1,902,262.

    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 30,150 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,220,805.

    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).