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Porter White Investment Advisors, Inc.: DFNM position timeline

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

Porter White Investment Advisors, Inc. held 178,249 DFNM 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 178,249 shares
    Change vs previous 13F +1,658 shares

    5.09% of the 13F portfolio, value $8,204,824.

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

  2. period ended2026-06-30
    13F 176,591 shares
    Change vs previous 13F +6,596 shares

    3.29% of the 13F portfolio, value $8,535,506.

    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 169,995 shares
    Change vs previous 13F +1,040 shares

    3.26% of the 13F portfolio, value $8,147,863.

    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 168,955 shares
    Change vs previous 13F +8,780 shares

    3.34% of the 13F portfolio, value $8,138,562.

    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 160,175 shares
    Change vs previous 13F +3,791 shares

    3.3% of the 13F portfolio, value $7,685,197.

    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 156,384 shares
    Change vs previous 13F +57,303 shares

    3.45% of the 13F portfolio, value $7,417,293.

    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 99,081 shares
    Change vs previous 13F +1,413 shares

    2.33% of the 13F portfolio, value $4,713,283.

    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 97,668 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $4,665,600.

    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).