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Porter White Investment Advisors, Inc.: DFSD position timeline

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

Porter White Investment Advisors, Inc. held 86,386 DFSD 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 86,386 shares
    Change vs previous 13F +1,329 shares

    2.49% of the 13F portfolio, value $4,014,574.

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

  2. period ended2026-06-30
    13F 85,057 shares
    Change vs previous 13F +1,646 shares

    1.56% of the 13F portfolio, value $4,061,464.

    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 83,411 shares
    Change vs previous 13F +5,089 shares

    1.6% of the 13F portfolio, value $3,993,726.

    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 78,322 shares
    Change vs previous 13F +10,196 shares

    1.54% of the 13F portfolio, value $3,755,543.

    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 68,126 shares
    Change vs previous 13F +19,122 shares

    1.41% of the 13F portfolio, value $3,283,039.

    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 49,004 shares
    Change vs previous 13F +6,757 shares

    1.1% of the 13F portfolio, value $2,352,705.

    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 42,247 shares
    Change vs previous 13F +18,231 shares

    0.99% of the 13F portfolio, value $2,007,607.

    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 24,016 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,125,886.

    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).