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Porter White Investment Advisors, Inc.: DFLV position timeline

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

Porter White Investment Advisors, Inc. held 65,620 DFLV 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 65,620 shares
    Change vs previous 13F -504 shares

    1.64% of the 13F portfolio, value $2,635,988.

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

  2. period ended2026-06-30
    13F 66,124 shares
    Change vs previous 13F -451 shares

    1.01% of the 13F portfolio, value $2,614,561.

    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 66,575 shares
    Change vs previous 13F +389 shares

    0.95% of the 13F portfolio, value $2,377,423.

    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 66,186 shares
    Change vs previous 13F -80 shares

    0.93% of the 13F portfolio, value $2,264,237.

    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 66,266 shares
    Change vs previous 13F +125 shares

    0.94% of the 13F portfolio, value $2,180,182.

    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 66,141 shares
    Change vs previous 13F -4,871 shares

    0.96% of the 13F portfolio, value $2,051,693.

    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 71,012 shares
    Change vs previous 13F +6,529 shares

    1.07% of the 13F portfolio, value $2,170,845.

    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 64,483 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,936,415.

    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).