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Porter White Investment Advisors, Inc.: DFIV position timeline

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

Porter White Investment Advisors, Inc. held 94,802 DFIV 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 94,802 shares
    Change vs previous 13F +32 shares

    3.28% of the 13F portfolio, value $5,295,695.

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

  2. period ended2026-06-30
    13F 94,770 shares
    Change vs previous 13F -363 shares

    1.97% of the 13F portfolio, value $5,119,467.

    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 95,133 shares
    Change vs previous 13F -613 shares

    2.01% of the 13F portfolio, value $5,021,159.

    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 95,746 shares
    Change vs previous 13F -3,016 shares

    1.96% of the 13F portfolio, value $4,777,732.

    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 98,762 shares
    Change vs previous 13F -809 shares

    1.96% of the 13F portfolio, value $4,554,916.

    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 99,571 shares
    Change vs previous 13F -11,110 shares

    1.99% of the 13F portfolio, value $4,264,645.

    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 110,681 shares
    Change vs previous 13F +9,716 shares

    2.16% of the 13F portfolio, value $4,356,442.

    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 100,965 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,582,234.

    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).